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Yes. Pinnacle serves as a fiduciary and will put our status in writing so you have the confidence and certainty of knowing that we act in the best interests of the plan and its participants.
ERISA sets a high standard - fiduciaries must “operate their retirement plan with the skill, diligence and care of a prudent expert”. The Simplify Retirement Program helps plan sponsors achieve this level of service by connecting employees with the help they need.
No. We do not receive any compensation, direct or indirect, from selling or distributing investment products. Our sole focus is providing retirement plan and investment consulting services to help retirement plan sponsors, their advisors and their plan participants. Our service agreements clearly outline the services we offer and the associated fee so there’s full transparency.
Before joining Pinnacle, Chris spent six years at TIAA. He is an expert in TIAA’s investment products and how to manage projects like transitioning to open architecture, fund line up changes and communications and education campaigns.
He has invested multiple years figuring out streamline the employee experience and use digital process and tools to deliver easy-to-understand information on their retirement plan and a personalized calls to action. The Simplify Retirement Program is the result of his research and development efforts.
The first step in evaluating any new engagement is to look at what’s working and what’s not. More than likely the program can still add value. The focus often shifts to how to increase engagement and get employees to better utilize the resources they probably aren’t taking advantage of.
Pinnacle works with the advisor (if the plan sponsor is working with one) to take inventory of the resources that are available to employees and evaluate how effectively they are being used.
We also do an analysis of the plan to identify participants who are at risk or who likely need help and proactively reach out to them.
Finally, the reporting and documentation that plan sponsors receive helps mitigate risk, by demonstrating the rigor of the Retirement Committee’s commitment to fulfilling is fiduciary responsibilities.
An essential part of the fiduciary process is documenting the steps that have been taken and the rationale behind the decisions the Committee makes. The Simplified Retirement program proactively identifies problem areas, like excessive fees which have been the focus of class action lawsuits. These findings are used to develop a communications and education strategy to get employees personalized calls-to-action and resources to remedy these issues.
Pinnacle provides Retirement Committees a comprehensive report and documentation of the outreach, employee engagement and results in case the plan sponsor ever needs to show what they did to address known issues.
The first step in evaluating any new engagement is to look at what’s working and what’s not. More than likely the program can still add value. The focus often shifts to how to increase engagement and get employees to better utilize the resources they probably aren’t taking advantage of.
Pinnacle works with the advisor (if the plan sponsor is working with one) to take inventory of the resources that are available to employees and evaluate how effectively they are being used.
We also do an analysis of the plan to identify participants who are at risk or who likely need help and proactively reach out to them.
Finally, the reporting and documentation that plan sponsors receive helps mitigate risk, by demonstrating the rigor of the Retirement Committee’s commitment to fulfilling is fiduciary responsibilities.
An essential part of the fiduciary process is documenting the steps that have been taken and the rationale behind the decisions the Committee makes. The Simplified Retirement program proactively identifies problem areas, like excessive fees which have been the focus of class action lawsuits. These findings are used to develop a communications and education strategy to get employees personalized calls-to-action and resources to remedy these issues.
Pinnacle provides Retirement Committees a comprehensive report and documentation of the outreach, employee engagement and results in case the plan sponsor ever needs to show what they did to address known issues.
We help our clients realize their most important goals. With years of experience and unmatched credentials, Simplify Retirement is uniquely equipped to make a significant and lasting impact on clients’ lives.
We know our clients’ needs are always changing, so continually seek new and improved ways to serve them.
Yes. Pinnacle serves as a fiduciary and will put our status in writing so you have the confidence and certainty of knowing that we act in the best interests of the plan and its participants.
ERISA sets a high standard - fiduciaries must “operate their retirement plan with the skill, diligence and care of a prudent expert”. The Simplify Retirement Program helps plan sponsors achieve this level of service by connecting employees with the help they need.
No. We do not receive any compensation, direct or indirect, from selling or distributing investment products. Our sole focus is providing retirement plan and investment consulting services to help retirement plan sponsors, their advisors and their plan participants. Our service agreements clearly outline the services we offer and the associated fee so there’s full transparency.
Before joining Pinnacle, Chris spent six years at TIAA. He is an expert in TIAA’s investment products and how to manage projects like transitioning to open architecture, fund line up changes and communications and education campaigns.
He has invested multiple years figuring out streamline the employee experience and use digital process and tools to deliver easy-to-understand information on their retirement plan and a personalized calls to action. The Simplify Retirement Program is the result of his research and development efforts.
The first step in evaluating any new engagement is to look at what’s working and what’s not. More than likely the program can still add value. The focus often shifts to how to increase engagement and get employees to better utilize the resources they probably aren’t taking advantage of.
Pinnacle works with the advisor (if the plan sponsor is working with one) to take inventory of the resources that are available to employees and evaluate how effectively they are being used.
We also do an analysis of the plan to identify participants who are at risk or who likely need help and proactively reach out to them.
Finally, the reporting and documentation that plan sponsors receive helps mitigate risk, by demonstrating the rigor of the Retirement Committee’s commitment to fulfilling is fiduciary responsibilities.
