The Pension Specialists, Inc. provide services to many well known companies, which include, Broker Dealers, Investment Firms, CPA Firms, Law Firms, Medical Groups, Hospitals, Engineers and Retail Businesses.
Have you had a pension checkup recently?
"The current changes to the pension law require deliberate action."
- Plan Administration — Many changes in the tax law impact existing plans and design of new plans. Is your plan ready?
- Investment Options — We offer a broad range of investment opportunities ranging from hands-on to hands-off management. Are you offering or utilizing the best investments options available?
- Fiduciary Liability — For plans that enable participants to direct their own investment we help protect you from fiduciary liability. Are you exposed?
Administration Types
Balance Forward with:*
- Any Single Fund Family
- Ten Fund Limit
- Pooled Accounts
- Quarterly Exchanges
- Quarterly Benefit Statements
Daily Valuation with:*
- Multiple Fund Families
- Fifty Fund Limit
- Omnibus Accounts
- Daily Exchanges
- Quarterly Benefit Statement
- 1-800 Account Access
- Print Internet Account Information on Demand
* Individual stock trading accounts are also available
Allocation Types
Pro-rata
- Uniform Point Allocation
- Permitted Disparity
- New Comparability (IRC 401(a)4)
- (Cross Tested Benefit Based
Discrimination Testing)
Document Types
Mass Submitter Prototypes
- Standardized
- Non-Standardized
- Volume Submitter Prototypes
- Individually Designed
