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.


Questions? Fill out the form below:

Fill out my online form.

Latest Updates & Information

1st Quarter 2017 Market Commentary

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are all favorable. Unemployment is now in the 4.7% range, while wage inflation has held its slight upward trend.

Read full story here

4th Q Market Insights

There were two events in the Fourth Quarter that influenced U.S. and foreign financial markets: Donald Trump won the presidential election which led to positive growth on Wall Street & the Federal Reserve’s December interest rate of 0.25% signified the Fed's confidence in the improving U.S. economy.

Read full story here

The Election is Over . . .Now What??

Certainly last night was a surprise for many Americans and international observers. How will Trump's shocking win affect the Market and your Investments?

Read full story here

2017 401(k) and IRA Rules

The contribution limits for 401(k) plans and individual retirement accounts will stay the same in 2017. Employees will be eligible to defer paying income tax on up to $18,000 that they contribute to 401(k) and $5,500 to their IRA.

Read full story here