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January 23, 2009 |
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Pension Specialists, Inc.
Experiences 5th Consecutive Year of
Record Growth
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January 1, 2009 |
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Pension Specialists, Inc. Launches Participant Investment Advice Service
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June 11, 2008 |
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Pension Specialists, Inc.
Experiences 4th Consecutive Year of Record Growth
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May 25, 2007 |
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Pension Specialists, Inc.
Announces New Bay Area, CA Office Location
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May 15, 2007 |
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Pension Specialists, Inc
Experiencing Record Growth
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July 27, 2007 |
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Pension Specialists, Inc.
Opens Chicago Office
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FOR IMMEDIATE RELEASE
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Firm well-positioned as plan sponsors seek out open-architecture investment flexibility and fee transparency.
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Folsom, CA - June 11, 2008 - Pension Specialists, Inc. (“PSI”), a leading provider of retirement plan services to employers of all sizes, has experienced record growth for the fourth consecutive year in a row.
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By capitalizing on marketplace trends toward open architecture investment flexibility and fully disclosed fees, PSI’s revenues and client base have increased significantly over the past four years. PSI’s investment independence and commitment to low-cost investments have been key drivers of this growth.
“Plan sponsors and participants are advocating for control over investment costs and fund menus in plans of all sizes. This fact, coupled with new regulatory and legislative initiatives regarding fee disclosure, makes a service provider like Pension Specialists extremely attractive to plan sponsors,” stated Michael Walker, president of Pension Specialists, Inc.
“This achievement is the result of the blending of strategic vision with superior client service by our team of retirement plan professionals,” added Robert Moore, CFO of Pension Specialists, Inc. Moore added that the growth in revenue over this period was at a 14% compound annual growth rate.
PSI offers clients several service options to appeal to a broad-base of retirement plan sponsors. Clients can work with PSI utilizing its fully-bundled 401kMAX product, or in an unbundled fashion working with an outside recordkeeping entity. In all cases, PSI’s focus remains clear – doing what is best for clients without any conflicts of interest.
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About Pension Specialists, Inc
Pension Specialists, Inc. was founded in 1985 with the vision of providing the highest quality services to retirement plan sponsors, while remaining independent of any investment products or affiliations. Our staff of retirement plan professionals provides services to over 1,000 client plan sponsors located throughout the country.
Pension Specialists, Inc. offers bundled retirement plan programs that provide clients with a full range of services including plan design and document services, compliance support, administration support and consulting, as well as open-architecture investment recordkeeping. Pension Specialists, Inc. also provides employers with Section 125 plan administration.
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Contact:
Robert Stebbins
Vice President
Pension Specialists, Inc
35 Iron Point Circle, Suite 100
Folsom, CA 95630
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Phone: (916) 605-4015 x1104
Email: rstebbins@pensionspecialists.com
Website: http://www.pensionspecialists.com
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