New Pinnacle Consulting Group, LLC
704.727.6883
Organization Overview
New Pinnacle Consulting Group, LLC offers a full range of retirement plan consulting services designed and priced for small and medium sized organizations. Their specialty is 403(b) retirement plans, where the founding partners have over 50 years of combined experience. Services include: comprehensive compliance reviews, annual compliance services such as nondiscrimination testing, limit calculations, Form 5500, and plan start-up services including plan design, implementation, and plan document preparation. They have an established network of firms that provide legal and other support. All services are performed for a fixed price.
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Suzanne Spunzo
Director
Consortium Partners
Areas of Expertise
Business and Financial Services