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RETIREMENT

We provide personalized service every step of the way. As a result, we can deliver a high quality retirement plan that appeals to employees and integrates seamlessly into your day-to-day operations.

Feel the difference with our personalized service.

Support

We share your desire to help your employees become retirement ready.

Benifits

Choose us for retirement plans, including 401(k), 403(b), 457, IRA, ESOPs and more

Industries

Meeting the retirement plan needs of diverse organizations our focus.

Support

By choosing us for your retirement plan services, you and your employees can count on consistency and excellence in the following areas:

– Enhanced administrative services — Streamline your duties using web-based services for enrolling new employees, tracking loans and other participant activity as well as for accessing important plan documents and more.
– Plan design and compliance services — Knowledgeable, experienced retirement professionals assist you with plan design, administration, testing and more.
– Investment services — A variety of tools, reports and notifications help you track investment performance.
– Employee communication and education — Access our comprehensive program of tools designed to build retirement plan awareness, encourage enrollment and drive better retirement outcomes for your employees.
– Investment selection — Choose investment options that reflect the interests and priorities of your participants.

Benefits

Satisfied employers appreciate the following:


– Employee financial education — Multi channel educational resources and communication plans motivate participation and encourage employees overall financial wellbeing. Ask about varying degrees of customization according to plan asset levels.
– Local service — Local offices provide you and your employees with support, including educational meetings and award-winning annual plan reviews.
– Plan compliance support — Rely on us to help you understand ERISA, IRS, DOL and fiduciary requirements.
– Recordkeeping platforms — Group annuity and trust platform available.
– High-quality investment options — Choose prescreened lineups with quarterly due diligence reports so you can monitor your plan’s investment options or choose open architecture, which lets you and your financial professional select retirement plan options with no proprietary investment requirements.
– Stability — We have more than 50 years of experience in the retirement industry and are focused on our clients.

Industries

We have made understanding and meeting the retirement plan needs of diverse organizations our focus. See how we can help create a retirement plan for you and your employees:


– Government and Healthcare — Your retirement plans, especially combination plans, may get complicated to administer and effectively communicate to employees. Choose a vendor experienced with compliance and regulatory services for organizations offering 457(b), 403(b) and/or 457(f) plans.
– Non-profit and Education — As a church, school or 501(c)(3) organization, you need to stay focused on your mission. Let our retirement sgents assist your HR department, so you can focus on making a difference for others.
– Professional Services Firms — You trust employees to help your business grow and thrive, so give them the opportunity to become retirement-ready when you trust us. We help you provide employees with valuable retirement benefits, including 401(k), defined benefit, employee stock ownership plans and combination plans as well as other premier service offerings.
– Manufacturing and Industrial — Encourage employees to start working toward tomorrow’s financial goals today. We can help you emphasize the importance of preparing for retirement to your employees. Your financial professional can tell you more about how we service employees at multiple locations and manage complex retirement plans.

NEED ASSISTANCE WITH YOUR RETIREMENT PLAN?

Our well-trained, experienced agents are ready to answer questions about your disability and put together a comprehensive plan to fit your needs.

Give us a call or submit a request for a consultation below!

CONTACT US

CLIENT FEEDBACK

Ricky Gonzales provides exceptional service. He exceeded my expectations. Very professional, always on time and available to answer all questions. I highly recommend him!
Kim Dugan
Kim Dugan
Ricky helped me with a Medicare supplement cycle. He was such a pleasure to work with and very caring. I highly recommend him to anyone who has Insurance needs.
Debbie Larsen
Debbie Larsen
Ricky Gonzalez is a blessing. He was referred to me by a co-worker and I have been extremely grateful for his knowledge, experience and sincerity. I’m in my second year leaning on his expertise and without a doubt, I’ll will rely on Ricky/Pinnacle for any future decisions. He is like extended family.
Chris Presley
Chris Presley
Mr. Gonzalez will go out of his way to make sure his customers understand every detail of the medical insurance. That you are signing up for đź‘Ť I will definitely recommend him to anyone looking for a medical insurance.
Nidia Berrios
Nidia Berrios
Every detail related to health is very important. That is why the orientation and help to select the best insurance based on your needs is very important. 100% satisfied with the professionalism and passion that Ricky puts into his work.
Mildred Morales
Mildred Morales
Working with Ricky Gonzalez has been a pleasure. He constantly follows up, meets you at your place of business or home if you need him to. The whole process went smoothly. I would do business with him again.
NC Ranshaw
NC Ranshaw
Rick was very informative and detailed and helped me tremendously to find the right insurance plan. Would highly recommend him and will be using him in the future.
Maura Hertzog
Maura Hertzog

WE ARE YOUR
FINANCIAL SOLUTION

Feel free to connect with us to get started on your plan.

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