Services - Pension & Retirement Services LLC.

Our Services

Because we are a full service consulting and administration firm, partnering with us ensures that the needs of you and your employees will be met. We offer a full range of retirement plan services for 401(k), defined benefit, profit sharing, money purchase, 403(b), 457, 412(i) and Non-Qualified Plans.

Services Offered

Plan Design and Consulting
Plan Implementation
Defined Contribution Administration
Defined Benefit Plan Actuarial Services and Administration
Annual Compliance Testing and Government Reporting
Consulting Services

Plan Design & Consulting

Whether you are looking to start a plan or have an existing plan, we will help you evaluate all of your options and design the best possible plan for you and your employees.

Plan Implementation

Starting or making changes to your plan can seem cumbersome. Our office can run point on the project and make sure all of your partners are staying on track. We will do the majority of the heavy lifting.

Defined Contribution Administration.

Once your plan is up and running our team of experts will make sure you plan stays in compliance, all requited testing and forms are filed accurately and any ancillary services are performed in a timely manner.

Defined Benefit Plan Actuarial Services and Administration

Through our partners in the market place and our office we can help administer and evaluate your defined benefit offering. These are often complicated calculations and plans and our office can help you decipher the reports, make sure your plan is compliance and overall doing what it’s supposed to be doing.

Day-to-Day Outsourcing and Administration Support

Running a plan on a day to day to day basis with employee requests, reporting and staying on top of changes can be hard. Our office has the ability to take as much or as little of that work of your plate so you can focus on actually running your business. We are here to help!