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.  

Steps of our work

We effectively and dutifully execute the steps necessary for your retirement plan needs.

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We Gather Information
We will gather all of the information needed to generate a plan document, or gather the information needed for an adoption agreement process.
Work Hard On The Project
Our professional team will start to guide your plan and either set a funding date or help roll over existing funds into the plan. Along with drafting any needed documents.
Annual Plan Compliance
Now we being the annual custodianship of maintaining plan compliance with ERISA, IRS, and Pension Act laws 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;