Who We Are & What We Do

The Specialist Advantage

Pension Advisors are specialists in the retirement industry. That is our focus — that’s what we do. As an independent advisory firm we take an objective approach to the options available to our clients with regard to specific plan dynamics. With our strict focus on the retirement industry, we strive to provide our clients with a better understanding of the industry, the providers, the funds, the fees and the available technology. Most importantly, employing our own Chief Investment Officer allows us to provide an investment service unparalled in the industry. We work with our clients in every aspect of the retirement process:

  • Prepare meeting agenda’s and formal meeting minutes
  • Plan document review and plan design recommendations
  • Prepare & compare multiple match formula contribution projections
  • Project mid-year compliance testing results
  • Analyze and review compliance testing to ensure accuracy and best results
  • Assist auditors in gathering plan information for plan financials
  • Create our own custom education materials and programs
  • Conduct our own employee education meetings & seminars
  • Conduct polls and survey’s with participants to solicit feedback
  • Record education webinars sponsors can use with their participants
  • Analyze plan fees and benchmark against peers
  • Negotiate lower pricing with record-keepers & TPA’s
  • Periodically conduct RFP on behalf of client to check competiveness of the plan
  • Conduct plan health reviews to identify demographic trends and areas of improvement
  • Create and maintain online Fiduciary Folder portal for the client & their auditors
  • Educate fiduciaries each quarter with our Fiduciary Fundamental newsletter


Contact one of our pension plan specialists today at 877-595-0833 or use our form below.

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Latest Updates & Information

Third Quarter Market Insights

Third quarter, 2017 saw stocks rise amid a brighter outlook for the global economy and better-than-expected corporate earnings.

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3rd Q Market Insights

Check out the Third Quarter Market Insights led by Beth Spurry, CFP, CTFA.

Watch video here

2nd Qtr 2017 Market Insights

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are still healthy.  There has been little change to inflation, which stays solidly below 2%, but remains in a safe zone. 

Read full story here

Second Q Market Insights

Check out the Second Quarter Market Insights led by Beth Spurry.

Watch video here