Pension Professionals, LLC is a third‐party administrator (TPA) for employer‐sponsored qualified retirement plans servicing clients across the country. We specialize in retirement plan design, administration and actuarial consulting. The principals of our firm have served in this profession for more than 25 years.
Retirement plan design and administration varies dramatically based upon workforce demographics, tax objectives, owner’s retirement requirements, and desired flexibility. We recognize the importance of tailoring retirement plans to the specific goals of the people the plan is meant to serve.
Our expertise and individualized service will customize your retirement plan to suit your needs. Selecting, customizing, and implementing a plan can be a complex process. Our staff will guide you through each step of the process.
Whether you desire a 401(k) plan, cash balance plan, traditional defined benefit plan or a combination of all, we will work with you to design the plan that fits not only your individual needs, but the needs of your organization.
Pension Professionals, LLC Specializes in Plan Design, Implementation, Administration and Compliance of all forms of Qualified Plans and certain Fringe Benefit Plans to include:
401(k) Profit Sharing Plans
Traditional Profit Sharing Plans
New Comparability Profit Sharing Plans
Safe Harbor Plans
Cash Balance Plans
Money Purchase Plans
Defined Benefit Plans
Section 125 Plans
Section 403(b) Plans
Pension Professionals, LLC has assisted companies across the nation with their retirement plan needs, while providing the individual attention each organization deserves.
John Hancock | Empower Financial |
Fidelity | Charles Scwab |
Edward Jones | Merrill Lynch |
Morgan Stanley | Securian |
Transamerica | American Funds |
FT Williams | SunGard Relius |
VOYA Financial | Mass Mutual Financial |
Lincoln National | Principal Financial |
Empower Financial |
Qualified Pension Administrators & Qualified 401(k) Specialists
Third Party Administration Firm (TPA)
PENSION PROFESSIONALS LLC
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P.O. Box 663, Jefferson, MD 21755
Ph: 301-788-3654 | Fax: 240-490-7580
Pension Professionals LLC. All Right Reserved.