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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 Package provides 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.


Comprehensive Retirement Plan Services Include:


testing.pngNon Descrimination Testing

Contribution Limit Calculations 401(a)(17), 415, 402(g), 414(v) and 402(g)(7), Eligibility Compliance Review, Technical Assistance with Corrections.

Annual Forms 5500/8955

Prepare Form 5500 based on information provided by investment provider and prepare annual Form 8955 SSA filing.

Summary Annual Report

Prepare Summary Annual Report [SAR] for distribution to plan participants, provide assistance and support with annual fee disclosures.

Summary of Material Modification

Provide required notices for distribution and prepare plan amendments and Summary of Material Modification [SMM].

Information Sharing Agreement

Complete and maintain Information Sharing Agreement [ISA].

Consulting Services

Ten hours of consulting services for other compliance topics based on client direction.

Information Sharing Agreement

Complete and maintain Information Sharing Agreement [ISA].

Prior Year 5500/8955

Prior year 5500/8955 filing amendments.

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