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 (Vice President – Consulting and Compliance): 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.
Brandie Lord , QKA, (Vice President - Operations): Brandie joined The Pension Group in 2006 as Director of Client Services, focusing on client relationship management and plan design consulting. Brandie’s career in the retirement plan industry began in 1997 with a large international HR consulting firm, where she gained valuable knowledge on effective leadership, operational efficiency, plan design and administration, recordkeeping, and consulting. She is an active member of ASPPA and a designated Qualified 401(k) Administrator (QKA). Brandie is also a member of the National Association of Women Business Owners (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. 
