The Pinnacle Planning Group
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
800 Enterprise Dr Ste 128, Oak Brook, Il...Phone Number
(630) 684-8562Revenue
<$5 MillionIndustry
About The Pinnacle Planning Group
VestGen Retirement Services specializes in designing, implementing, and managing retirement programs for employers, focusing on attracting and retaining top talent while minimizing fiduciary risk. They offer a range of services including plan design, fiduciary support, investment monitoring, and participant education to ensure employees can retire with confidence. Their approach integrates compliance, administration, and investment oversight to simplify the retirement planning process for sponsors. VestGen aims to enhance employee outcomes and strengthen the value of benefits programs through innovative solutions tailored to organizational needs.Explore more
The Pinnacle Planning Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
The Pinnacle Planning Gro...
<$5M
1-10
Private
<$5M
2005
RG
Robert GreulichManaging Director, Wealth Advisor
The Pinnacle Planning Group Tech Stack
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VestGen Retirement Services specializes in designing, implementing, and managing retirement programs for employers, focusing on attracting and retaining top talent while minimizing fiduciary risk. They offer a range of services including plan design, fiduciary support, investment monitoring, and participant education to ensure employees can retire... Read More
