The administering of a pension plan is a steep challenge. The Internal Revenue Service (IRS), Department of Labor and other government regulatory agencies are demanding to say the least. To succeed as a Third Party Administrator (TPA), you need professionals with deep experience, a keen eye for detail and a high degree of integrity. The clients of Pension Plan Specialists know us as a solutions-oriented firm. They count on our dedicated professionals to deliver such high quality, hands-on service for more than 1,800 plans. These include 401(k), age-weight, profit sharing, ESOP, Davis-Bacon, 403(b), Money Purchase, Defined Benefit and other types of plans. Our clients know that PPS has the expertise to guide them in reaching the retirement summit.

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The expertise you need. The attention you deserve.
Now with Defined Benefit Plans!

For over 22 years, Pension Plan Specialists PC has been a leader in Defined Contribution (401(k) & Profit Sharing) Plans. We have worked hard to earn the trust and confidence of the many CPAs, Attorneys, and Investment Professionals we work with.

We are confident these same partners and our Plan Sponsor clients will find our New Defined Benefit business featuring the same level of integrity, honest, value, and accuracy that has been at the core of our company for two-plus decades.

We have hand-picked a team of professionals with over 25 years of experience and knowledge in the DB arena, prepared to deliver the expertise our clients need and have come to expect from Pension Plan Specialists.

This team is ready to help you with:

  • Cash Balance
  • Traditional Defined Benefit
  • Floor Offset
  • Plans Utilizing Life Insurance
  • Solo DB
  • DB/DC Combo Plans

Call us today at (360) 694-8409 for a free illustration or Cash Balance Plan Study. There are no fees for plan design.

Featured Highlights

PPS and Industry News

"Miller Paint is all about a quality product supported by extraordinary service. We expect nothing less from our outside advisors. Our PPS team consistently delivers that exceptional service."

—Bill Cameron
Vice President of Finance and Administration
and Chief Financial Officer

Greetings from the President

Please allow me to introduce myself and our firm to you. From the beginning, we have been guided by the principals of honesty, integrity and the highest professional standards. Every one of our specialists in the firm live and breathe those core values.

Our focus is on you, the client. Whether you are a Plan Sponsor, Plan Participant or Investment Professional, you will receive dedicated service and uncompromised commitment to meet your needs.

PPS is best defined as a “solutions-oriented” firm. Thanks to the unparalleled expertise of our staff, we are able to offer unique ideas and concepts that are “individualized” for you.

Unlike traditional Third Party Administrators or fully-bundled providers, PPS takes additional measures to insulate and protect our clients from the complex rules and regulations that overwhelm so many companies.

Joe Burt photo You have my word that we will continually strive to exceed your expectations while maintaining our core principles.

Respectfully,

Joseph M. Burt
President

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The expertise you need. The attention you deserve.