About PensionSpecialist

Designing and administering qualified retirement plans for small business owners and professionals.

What We Do

Implement Plans

Three simple steps!

Review and Redesign 401(k) Plans

We can redesign a plan that better suits your needs

Z

Plan Takeovers

Plan a successful takeover

About Pension Specialist

Bill Black

Bill Black has been in the pension administration business for over 35 years and is responsible for the marketing efforts of the firm assisting producers nationally with the sale of qualified plans.

Robert Penafiel

Robert Penafiel, President of Pension Services Inc., has more than 30 years’ experience in 401(k) plans, profit sharing, defined benefit, and aggregate combination plans.

Who are we?

  • 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
  • Combined, our team has more than 100 years of experience in the pension and actuarial business.
  • We are not owned by any insurance company, investment company, brokerage house or financial institution.
  • Our professional retirement plan administrators, consultants, accountants work directly with you to provide the highest level of service.
  • Our wide ranging experience in retirement plan design and administration – with our computer support – assures you receive the best possible service and a plan tailored to meet your specific needs and goals.

Full Service Pension Plan Administration

for professionals, closely held businesses, and the independent producer 

Mission Statement

We are a full service pension administration company offering services to professionals, closely held businesses, and the independent producer throughout the United States.

By striving always to be the best at what we do, our clients can expect the following specific benefits:

  • The best and most informative presentations
  • Timely administration
  • Accurate and timely advice
  • Availability to discuss technical aspects with client advisors
  • Competent administration of qualified plans

Contact Us

Orlando Office

Telephone: 888.412.4120

Miami Office

Telephone: 305.595.5500 x210