Plan sponsor

Plan sponsors find themselves facing the unkown when it pertains to qualified plans.  Between the array of ever changing governmental regulations and employer responsibilities, the process of determining the correct retirement plan for the firm can feel burdensome.  This is why you need to employ a Third Party Administration firm to guide you down the correct path.

Pension Pros services begin with the initial introduction with you or your and your Financial Advisor.  At that point, you are in hands of the professional that will guide you each step of the way in achieving your goals, the process involved and fees associated. We are also a key contact in assisting with the setup at whichever Financial Institution you choose with your Financial Advisor.  See OUR SERVICES for a partial list of services we provide annually.