Pinnacle Pension Consultants

Pinnacle Pension Consultants

Pinnacle Pension Consultants was founded in Needham, Massachusetts in 2005 by Greg Lewis. The firm operates exclusively as a retirement plan specialist, advising plan sponsors on qualified plans, 403(b) arrangements, and ERISA compliance. Its client base spans individuals, high-net-worth families, pension plans, charitable organizations, and corporations. The firm’s investment consulting centers on Investment Policy Statement development and ongoing provider benchmarking. Pinnacle runs formal RFPs to compare fees and services, monitors vendor relationships, and designs participant education programs intended to improve employee savings behavior. Its service model covers plan design, fiduciary review, legacy plan migration, and participant-level guidance. All engagements are backed by a written fiduciary commitment. While Pinnacle does not disclose assets under advisement, its scale is that of a boutique advisory practice. Greg Lewis leads the firm from its sole office in Needham. The firm operates as a registered investment adviser, and its narrow mandate — retirement-plan consulting — serves as its structural differentiator in a market where many RIAs layer retirement work on top of broader wealth management. Pinnacle's structural distinction lies in its refusal to dilute focus. Unlike most RIAs that offer retirement plan services as one revenue stream among many, Pinnacle dedicates its entire advisory practice to qualified plans and ERISA-governed accounts. This single-vertical posture means plan sponsors engage a firm whose compliance infrastructure, provider relationships, and educational content are built solely for retirement outcomes.