Pinnacle Fiduciary Consulting

Objective, Independent, Fiduciary-Centric Retirement Solutions

You have fiduciary responsibilities.  We help you fulfill them.

Welcome

Pinnacle Wealth Planning Services, Inc. doing business as Pinnacle Fiduciary Consulting Group is an SEC registered, independent, fee-only Registered Investment Advisory firm specializing in ERISA retirement plan consulting services. We partner with Plan Sponsors and Plan Committees to help unravel the complexities of their fiduciary responsibilities and position the plan to create successful retirement outcomes for the participants.

Investment Consulting

Serving in either a 3(21) or 3(38) fiduciary capacity, we assist plan sponsor investment committees in selecting and monitoring funds for their retirement plan.  Learn More >>

Fiduciary Oversight

Through implementation of carefully prepared due diligence processes and documentation, we help plan sponsors fulfill their fiduciary obligations set forth by ERISA.  Learn More >>

Plan Design Consulting

Through customized plan design, we help improve participant behaviors while limiting the risk of compliance errors by increasing plan administration efficiencies.  Learn More >>

Provider Management

Serving as both a liaison and advocate for plan sponsors, we help facilitate and strengthen relationships between our clients and their service providers.  Learn More >>

 

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