Designing and administering qualified retirement plans for small business owners and professionals.
What We Do
Three simple steps!
Review and Redesign 401(k) Plans
We can redesign a plan that better suits your needs
Plan a successful takeover
About Pension Specialist
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
- 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
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