It's Not Just a Plan But a Tool

Choose a Plan That's Right For You... there are literally hundreds of plan options to choose from. Choosing the right plan and options for your unique circumstances and objectives is key to making the plan work for you and your employees.

After our experienced staff gathers and analyzes your company's data, we present our recommendations based on the desired outcomes:

• Want to minimize taxes?
• Maximize cash flow?
• Succession planning?
• Offer a key employee benefit?
• Minimize regulatory issues?
• Avoid risk?

Tell us what you desire from your retirement design, we'll insure you get maximum results!

And because we don't sell investments, we can concentrate on what's best for you and your company's plan design.

Servicing Your Plan Is the Key... our top priority is ensuring your plan works to its full potential. With an average of 15 years of experience in plan design and administration, our Administrators will help you comply with all the regulatory management required to keep your plan in its tax qualified status.

Over and above the company's administration, your plan is subject to IRS, Department of Labor and in some cases Pension Benefit Guaranty Corporation scrutiny, each with its own set of regulations, supporting paperwork and required filings.

Clients also benefit from our support and training in critical areas such as plan provision changes, handling new enrollees and plan terminations. Any one of these activities requires hyper vigilance and, if not properly executed, can subject you to substantial penalties and fines.

We also support our clients with ongoing training, notifications of changes in laws and regulations, compliance issues and education. We're one of the only firms in the market that offer:

• Senior Level Management Team (dedicated to your account)
• Daily On-Line Secured Access to Your Plan
• Proactive Support & Education (you know when we know)
• Total Cooperation With Your Financial Team

Need to see the future?... let us show you the crystal ball!

Changing Your Plan... whether its amending your plan to better benefit participants or helping you and your financial advisor evaluate a certain type of investment program for plan compliance, * The Pension Group will help you navigate the often very complex process of making changes to your existing retirement plan.

*Note: The Pension Group does not represent investment opportunities, programs or products. We work strictly with your plan's financial advisor.

Call one of our consultants for a confidential assessment... we can help you maximize both the benefits of a well run retirement plan and the peace of mind that comes from working with a trusted advisor that takes your well being to heart.

Tell us what you want from your retirement plan, we'll insure you get maximum results!