Forms & Documents

Everything you need to know, all in one place. Stay up to date with your plan and its features, and download important forms here.

Whether you want to enroll for the first time, name or change a beneficiary, roll outside retirement money into your account, request a loan or withdrawal, you'll find the right form here. If you need help with any forms, please contact one of your onsite representatives, Larry Klesser at 1-717-231-8006 or lklesser@srg-consulting.com OR Katie Calpin at 1-717-231-8391 or kcalpin@srg-consulting.com Larry Klesser and Katie Calpin are Participant Service Associates at Strategic Retirement Group, a Registered Investment Advisor and not affiliated with Prudential. You can also contact Prudential at 800-458-6333. Participant Service Representatives are available to assist you Monday through Friday from 8 a.m. to 9 p.m. ET.

Retirement Trail Map

Seize the opportunity to Reach Your Pinnacle!

Map to Reach Your Pinnacle  PDF file opens in a new window

PinnacleHealth Retirement Plans Plan Resources & Quick Actions

DOWNLOAD PLAN DOCUMENTS

Download plan communications, documents and information here.

Go to Forms & DocumentsDOWNLOAD PLAN DOCUMENTS

GET IN TOUCH

Get contact information for your plan counselors & administrators.

View Plan ContactsGET IN TOUCH

SIGN UP FOR AN ACCOUNT

Register to review your account details and investments.

Create an Online AccountSIGN UP FOR AN ACCOUNT

LOG-IN TO YOUR ACCOUNT

Manage your information, review your plan details and more.

Log In to Your AccountLOG-IN TO YOUR ACCOUNT