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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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AdvicePlus program will provide retirement plan participants with independent fiduciary advisory services.
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Folsom, CA - January 1, 2009 - Pension Specialists, Inc. (“PSI”), a leading provider of retirement plan services to employers of all sizes, is pleased to announce the rollout of participant advisory services.
PSI has partnered with MasteryPOINT AdvicePlus to deliver advice services to participants in plans utilizing PSI’s bundled 401kMAX platform. This service also positions PSI favorably to offer participant advice pursuant to the Pension Protection Act, once final regulations are issued.
“We’re excited about this enhanced service,” said Susan Krezanoski, PSI’s Vice President in charge of client services. “Participants need independent guidance and advice. AdvicePlus delivers conflict-free investment advice that fits nicely with Pension Specialists’ commitment to independence and high-quality service.”
MasteryPOINT’s AdvicePlus is a comprehensive, interactive retirement planning system that helps plan participants decide how to invest their money to reach their retirement goals. AdvicePlus provides employees with personalized recommendations for savings rates and percentage allocations to specific investment funds. AdvicePlus is a cost-effective tool for plan sponsors looking to provide a quality advice solution for their participants.
“We are very pleased that Pension Specialists has chosen to adopt AdvicePlus,” said Todd Bloomfield, MasteryPOINT’s president. “This decision demonstrates Pension Specialist’s commitment to providing quality online investment guidance and advice to their participants.”
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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, Califnornia 95630
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Phone: (916) 605-4015 x1104
Email: rstebbins@pensionspecialists.com
Website: http://www.pensionspecialists.com
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