Professional Service... On a Personal Level
Over 700 Clients Trust The Pension Group With Their Retirement Plans
History of Success
With over a century of combined experience in retirement plan design and administration, The Pension Group has assisted over 3200 companies with their retirement plans since 1984. We are experts in the design, administration, government regulation and many other factors that impact your retirement and employee benefit programs.
Client Centered Focus
Because we work independently of investment firms, financial planners and advisors, our staff is able to provide objectivity and balance centered on the needs, concerns and goals of our clients.
Protecting you and your employees' future are our first priorities. Every detail is carefully weighed, measured and placed in accordance with the total picture. No stone is left unturned on your behalf. Every senior staff member knows who you are and why you're here.
Additionally, The Pension Group offers ongoing education and consulting to every one of its clients. The retirement plan environment is constantly evolving and we are dedicated to keeping you ahead of the curve.
People Who Really Care
We've built this organization based on relationships. Our own corporate culture mirrors our investment in and dedication to the people who have entrusted us with their future. Trust and confidence in our team and with our clients is what fuels our growth. Meet our senior staff:
Peter R. Stephan (President): Peter's been involved with retirement plan design and administration since
1975, including positions with some of the largest and oldest independent
plan administrators. He is a member (and past president) of the National Institute of Pension Administrators (NIPA) and an associate member of American Society of Pension Professionals & Actuaries (ASPPA). He is also a member of:
Executive Council for the Mihaylo College of Business and Economics at Cal State Fullerton.
Vistage International.
ProVisors.
James R. Norman, QPA (Executive Vice President of Sales and Administration): Jim is an expert in the technical aspects and requirements of qualified retirement plan structure, regulation and administration. He is an active member of ASPPA and a designated Qualified Pension Administrator (QPA). He is a much sought after authority and speaker on retirement plan design.
Risë Norris Spiegel, APA (Vice President of Operations): Risë is a designated Accredited Pension Administrator (APA) with over two decades of operational and technical experience in plan administration. Formerly with CNA Trust and Transamerica, she oversees The Pension Group's daily operations, quality control and client satisfaction. She's a member of NIPA, the Employee Benefit Stock Ownership Association and Women in Employee Benefits and the National Association of Women in Business (NAWBO).
Professional & Support Staff: The Pension Group hires, nurtures and supports over two dozen professional and administrative staff including experts in customer support and administration. Additionally, we maintain one of the only dedicated IT teams in the business in support of your successful plan administration.
Secure File Exchange. 
