Complete Retirement Plan Solutions for Your organization

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

Our Partners

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Pension Professionals, LLC has assisted companies across the nation with their retirement plan needs, while providing the individual attention each organization deserves.

About us

John Hancock
Empower Financial
FidelityCharles Scwab
Edward Jones
Merrill Lynch
Morgan Stanley
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)