Send us an Email: info@newpcg.com

Give us a Call: 866.367.3143


Services

New Pinnacle Consulting Group offers a variety of services so you and your employees can get the most from your retirement plan. We provide custom plan design and implementation, comprehensive compliance support, and services for all aspects of plan administration. Whether you are starting a new plan or need assistance with your current plan, we are here to help.


Comprehensive Retirement Plan Compliance Services

Compliance requirements can be complex, time-consuming and expensive if missed or completed incorrectly. New Pinnacle Consulting Group’s Comprehensive Compliance serivces provide support for all reporting, disclosure and compliance testing your plan requires. Our goal is to help ease the burden and ensure that you're meeting all legal and regulatory requirements, both now and in the future.

  • Annual Non-Discrimination Testing including Contribution Limit Calculations 401(a)(17), 415(c), 402(g), 414(v) and 402(g)(7), Eligibility Compliance Review, and Technical Assistance with Corrections 
  • Prepare Form 5500 based on information provided by Investment provider and prepare annual Form 8955 SSA filing
  • Prepare Summary Annual Report [SAR] for distribution to plan participants and provide assistance and support with annual fee disclosure
  • Provide required annual notices for distribution and prepare plan amendments and Summary of Material Modification [SMM]
  • Complete and maintain Information Sharing Agreement [ISA]
  • Ten hours of consulting services for other compliance topics based on client direction
 

 

 


Annual Consulting Retainer

NPCG offers an Annual Consulting Retainer for those employers looking for general assistance with their retirement plan throughout the year.

This allows you to choose exactly the services you need. This way, you can have NPCG’s experts perform specific responsibilities and/or answer specific questions that arise.

  • Compliance Review 
  • Annual Non-Discrimination Testing
  • Prepare Form 5500 based on information provided by Investment provider and prepare annual Form 8955 SSA filing
  • Prepare Summary Annual Report [SAR] for distribution to plan participants and provide assistance and support with annual fee disclosure
  • Provide required annual notices for distribution and prepare plan amendments and Summary of Material Modification [SMM]
  • Complete and maintain Information Sharing Agreement [ISA]
  • Prior year Annual Form 5500/8955 filing amendments
  • Ten hours of consulting services for other compliance topics based on client direction

Compliance Review

New Pinnacle Consulting Group’s Compliance Review provides a comprehensive examination of your current retirement plan provisions and administrative practice. This will provide you with an excellent basis to prepare an accurate plan document and addresses any compliance concerns.

The Compliance Review provides a comprehensive examination of:

ERISA Requirements                      Non-Descrimination Testing
Vesting                                             Benefit Payments
Plan Documents                             Eligibility
Recordkeeping                                Reporting and Disclosures
Fiduciary Duties                              Funding
Forfeitures

Plan Document Services

These services include preparation of the plan document, adoption agreement and Summary Plan Description (SPD) using the plan’s investment vendor pre-approved plan document.

New Pinnacle Consulting Group conducts a compliance review and prepares the draft of the restatement including Plan Document, Adoption Agreement and Summary Plan Description (SPD).

We will work directly with you and/or your attorney to complete the plan document questionnaires, as well as draft or update your plan document, adoption agreement and SPD. If you do not currently have an ERISA attorney, we have an established network of firms we can recommend that provide legal services.

plan-document.jpg


distribution-services.jpg

Distribution Services

New Pinnacle Consulting Group’s Distribution Services will allow you to outsource the distribution of required annual notices to us. The service fee includes all material and postage. This includes:

  • The Universal Availability Notice
  • Summary Annual Report (SAR)
  • Annual Fee Disclosure
  • Qualified Default Investment Notice
  • Summary of Material Modification (SMM)
  • Other required notices or disclosures

Welfare Insurance Plan Form 5500 Preparation

If you need assistance with the preparation and filing of required Form 5500 for welfare insurance plans, Section 125 plans and other ERISA plans, New Pinnacle Consulting Group can provide their expertise on these as well.

welfare-insurance.jpg


We provide our clients with the highest level of expertise, efficiency and proven procedures in the industry.