Pension Plan Specialists is your partner in the process of getting your clients into the right retirement plan for their business. We are there to make sure that you and your client know all of the options that are available to them. How do we do this? Simple – we bring you the expertise that you need.

Our staff is made up of credential experts who can help you get the right plan design for your clients.

Our team is dedicated to knowing the details and the complex options of the retirement plans that we serve. We offer you and your clients an unparalleled experience. You can expect that we will:

• Bring the knowledge that more than 35 years in business has taught us
• Offer your clients expert advice in retirement plan designs that will fit their needs and the illustrations to back it up
• Dedicate staff to each part of the process for your clients
• Work with you to make formal presentations to your clients in person or virtually
• Use our partnerships with industry providers to ensure that you and your clients are getting the best the industry has to offer
• Offer 3(16) Fiduciary services to help your clients navigate the complexities of their retirement plan
• We can also provide customized consulting services for just about any part of the process