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 agendas 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 surveys 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 an RFP on behalf of a 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

2nd Qtr Market Insights Call

2nd Qtr Market Insights Call

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CRS

Adviseme National Advisors is registered with the Securities and Exchange Commission as an investment adviser and, as such, we provide advisory services rather than brokerage services. Brokerage and investment advisory services and fees differ and it is important for you, our client, to understand the differences. Read Full CRS Here.

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1st Qtr Market Insights Call

1st Qtr Market Insights Call

Watch video here