Add a Plan Design and Administration Expert to Your Team

Your clients rely on you to deliver sound financial advice, investment strategies, tax planning and more... now you can add retirement plan design and administration to your list of deliverables. Because we don't sell the investment vehicles for retirement plans, The Pension Group does not directly (or even indirectly) compete with you.

We're experts at helping you and your clients map out the ideal investment platform based on the client's goals and objectives. We plan (and administer), you advise and the client prospers.

The Pension Group offers comprehensive planning, administration and support for:

• 401(k) Plans
• New Comparability/Tiered Profit Sharing Plans
• Employee Stock Ownership Plans (ESOPs)
• Money Purchase Plans
• Defined Benefit Pension Programs
• Cash Balance Pension Plans

Following the "rules" including all the fiduciary responsibilities and reporting requirements to all the governmental and regulatory agencies is paramount to successful retirement plan administration. Missteps, however unintentional, can have disastrous consequences.

Strategic Alliances

In today's environment, companies that give individual participants the ability to select their own plan investments need an investment provider with a diverse offering of investments, daily valuation capabilities, "800" number and internet access, and excellent customer service.

The Pension Group, Inc., through quality alliances, seeks to provide the best possible combination of recordkeeping and investment management services to complement our administrative and compliance services. These alliances are carefully chosen, and the companies listed below have demonstrated their commitment to retirement plan services. Your licensed financial advisor will assist in the recommendation as to which company is best suited for your plan's servicing.