The Pension Specialist
Learn more about your pension options and the steps to request a personal illustration.
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A Prepared Illustration
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About the various types of Pension Plans available
Choose the Plan
That best fits your specific needs
Focus on your business
Leave the administration to us.
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Pension Plan
Design Services
Pensions Plan
Installation Services
Annual Pension Plan Administrative Services
Year Established
Combined Years experience
Get the Right plan
and stay the course
Pension Plan Design Services
To ensure that the plan we design is right, we consider:
- how much the plan should cost
- how to achieve the greatest tax savings
- who should participate
- how benefits can be tailored to meet client objectives
- applicable pension law
The Latest Pension News
Winter 2023: SECURE 2.0 is a GO
Winter Newsletter Sneak Peek In this edition, we discuss SECURE 2.0 (both current and future changes), Year-End Data Requests, and Compliance Deadlines. Click on the button below to read the entire article...
Fall 2022: Cost of Living Adjustments for 2023
Fall Newsletter Sneak Peek In this edition, we discuss the new IRS Cost of Living Adjustments for 2023, proper plan record storage, new plan year checklist, deadline extension for the CARES Act and SECURE Act Amendments, and important 2022 deadlines. Click on the...
Summer 2022: Form 5500 Insights
Summer Newsletter Sneak Peek In this edition, we discuss Form 5500 insights, the new IRS pre-examination compliance program announced in June, and upcoming compliance deadlines. Click on the button below to read the entire article...
More than 100 years of combined team experience
in the pension and actuarial business
We are in the business of designing and administering qualified retirement plans under the Internal Revenue Code for small business owners and professionals. We provide a wide range of services, including:
- Feasibility Studies
- Plan Design and Installation
- Actuarial Services
- Annual Administration and Testing
- Annual Reviews
- Seminars
- Plan Terminations
Call For More Information:
888-412-4120
Let’s Build your future
Request an illustration. We’ll review your information and make a presentation for your best options.
What factors should we consider when deciding on a pension plan?
Pension Plan Design Services
To ensure that the plan we design is right, we consider:
- how much the plan should cost
- how to achieve the greatest tax savings
- who should participate
- how benefits can be tailored to meet client objectives
- applicable pension law
What installment services do you provide?
Our Pensions Plan Installation Services
To ensure that the plan is installed in the most efficient and convenient manner, we
- work with our attorneys on plan documents
- provide announcements for the participants
- prepare I.R.S. approval forms.
What plan administrative services do you offer?
Annual Pension Plan Administrative Services
To assure that the plan remains on the right course, we
- remind those involved when it is time to bring the plan documents up-to-date
- compute new benefit levels each year
- conduct employee seminars as appropriate
- provide actuarial services
- determine and maintain individual participant account records
- prepare I.R.S., D.O.L. and P.B.G.C. reporting forms
- prepare benefit statements for each participant
- process participant terminations and retirements
- provide information as required
- consult with those involved on matters of plan operation.
We continue to monitor the plan to ensure its ongoing effectiveness. This includes reviewing new legislation, IRS regulations and rulings, and court decisions.
How do we get started?
We will evaluate your business and the determine the best pension plan fit for you.