Pinnacle Financial Services, Inc.
1177 Hypoluxo Road
Lantana, FL 33462
Established in 1984, Pinnacle Financial Services is committed to providing the highest quality in retirement plan record keeping. Focusing on your unique needs, we tailor custom solutions that support your success by providing administrative, record keeping and consulting services necessary to enhance the benefits provided to your clients, employees and members.
We have mastered the administration of both single and multiple employer plans. What is routine for us can often be a problem for other third party administrators. Our standard in 401(k) administration includes practices like transactional reconciliation and interim testing which brings an added value to any business while reducing our clients’ workload and administrative burden. We manage the complex issues of data validation focusing on accuracy to give our clients and their participants the peace of mind that the job is being done right.