About Us
About Us
Established in 1993 and celebrating 25 years of commitment to objectively servicing retirement plans, Personalized Pensions is a full service pension consulting firm. Our staff includes an Actuary, Certified Financial Planner, Qualified Plan Administrator and staff with over 50 years of experience in qualified retirement plan design, implementation, administration and consulting. Personalized Pensions assists employers in the design, implementation, administration and communication of a wide range of retirement plans. We are committed to providing these services to our clients in a timely, accurate and cost-effective manner.
Our benefit professionals are dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security. These services include retirement plan designs to fulfill the business owner’s objectives. Daily 401(k) valuation and annual administration and testing. A broad line of professional credentials offers a solid knowledge of both retirement plans and products available for effective retirement planning. A broad base of experience adds the ability to make a recommendation from an “if it were me” perspective. Our goal is to provide an effective, efficient and personal retirement plan to our clients.
Services We Provide
- Plan Design and Implementation
- Defined Contribution Plan Recordkeeping and Administration
- Defined Benefit Plan Actuarial Services and Administration
- Annual Compliance Testing and Government Reporting
- Consulting Services
- Non Qualified Deferred Compensation Plans