Corporate Retirement Services

As a business owner, your employees depend on you to provide vital benefits like insurance coverage and retirement plans.

A well-run retirement plan can:

• Attract, reward and retain valuable employees
• Improve productivity and employee wellness
• Reduce taxes for both employee and corporation
• Provide a stream of retirement income for many years to come

You can help your employees retire with confidence by offering them the investment options and services that will get them retirement ready. But you need a partner who will manage your plan, make smart investment decisions and shoulder the liability that comes with it. You need a solution that offers a total package delivered with unmatched service.

The trusted advisors at Pinnacle Financial Partners know retirement. They have been helping clients retire for more than a century. We have experience with investment management, human resources and benefits administration, and we bring a personal touch to give any company what they need.

Our experience led us to design our practice around three simple ideas. We believe your company’s retirement plan should be built on:

• a foundation of quality investment options
• invaluable education
• fiduciary protection

By partnering with Pinnacle for retirement plan services, you give your employees:

• Choice – Select from professionally-managed or self-directed investments.
• Guidance – Set up individual meetings with a local advisor.
• Efficiency – Our low fee structure gives better long-term returns.
• Convenience – Monitor and manage your account online.
• Education – Online tools and learning modules are available.

And you give yourself:

• Minimal Liability – We serve as your 3(21) or 3(38) investment fiduciary.
• Guidance – We are a partner who consults with you to design a plan to meet your needs.
• Efficiency – We offer automated services and simple administration.
• Transparency – There are no hidden costs, and we benchmark your plan and fees against others.
• Convenience – Our job is to make it easy for you to offer retirement benefits to your employees.

To get started, reach out to John Ehmig, Pinnacle’s retirement services manager, for a conversation about what you need. We can perform a full check-up on your plan at no cost to you.