New Pinnacle Consulting Group Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

New Pinnacle Consulting Group, LLC operates in the financial services sector, specializing in retirement plan consulting with a focus on 403(b) plans. The firm offers a full range of services tailored for small and medium-sized organizations, including compliance reviews, annual administrative tasks (such as nondiscrimination testing and Form 5500 preparation), and plan start-up activities like design, implementation, and document preparation. Clients benefit from a fixed-price structure and access to an established network of legal and other support resources, reflecting a model designed to streamline retirement plan administration for smaller organizations.
Based in Cornelius, North Carolina, the company positions itself as a dedicated, low-complexity option within the retirement plan space, leveraging decades of combined experience among its founding partners. The firm’s services address the needs of clients seeking specialized expertise in 403(b) plan management, and its recent news indicates a strategic corporate development through acquisition by Pentegra Services, signaling a broader industry footprint while maintaining its service focus.}{ }

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