Get to know PRC
About us
Pension Resources offers custom retirement plans for companies of any size including owner only plans. Plans can be designed with flexibility so that you may choose the options which best suit you and your employees. We can develop a wide array of plans including 401(k), Profit Sharing, Defined Benefit, 403(b), 457 Cash Balance and non-qualified deferred compensation.
Through many strategic alliances for 30+ years, we can provide complete retirement plan consulting and administration services. Even if your plan is bundled with a retirement plan service provider, we offer consulting services that are tailored to keeping your plan in compliance with the web of rules and regulations.
What we do
We offer several different qualified, non-qualified and individually designed plan documents. Plans can be designed with flexibility so that you may choose the options which best suit you and your employees.
Challenges are our passion
Our firm provides complete retirement plan third party administration services with online access for all participants. Your employees will receive prompt and courteous attention to their questions and requests for information.
You’ll have the convenience of bundled services with the personal attention from a professional company on whom you can rely.
- Professional support;
- High-quality consultations;
- Best specialists;
Thomas Lalle
CTO/Founder
Pension Resources Corporation
CTO
Technology industry professional for over 25 years. Developing both big and small business integrations.
Frank
Mario
CEO/Founder
Pension Resources Corporation
Founded 1993
Expert plan design/consulting services to employers and financial institutions. Policy development 25 years.
Ann Sanders
CFO/Founder
Pension Resources Corporation
Partner
Qualified plan and IRA administration 25+ years. Alternative investment administration and consulting services.
Meet
Our
Leadership
Team
Testimonials from clients, industry leaders and colleges...
When we spun out of UBS and started our own firm, I immediately contacted Frank and had him design our 401k/profit sharing/cash balance plan. The Pension Resources team has done a great job of keeping us compliant and has made it possible for us to have a very successful retirement plan at enTrust. I could not recommend Frank Mario or Pension Resources more highly for any pension related needs."
