Pension Specialists, Inc

Press Releases

Fri, 16 May 2008 14:30:28 GMT

FOR IMMEDIATE RELEASE Pension Specialists, Inc.
Opens Chicago Office Folsom, CA 27 July 2006 Retirement plan experts open new regional office to meet rising demand in the Central and Eastern United States Pension Specialists, Inc., a leading provider of retirement plan services to employers of all sizes, today announced the opening of a Chicago-area office. The new office will allow California-based Pension Specialists to better provide sales and communication services for new and existing clients throughout the Central and Eastern United States.

“Companies throughout the country are turning to us because of our investment option independence, low cost, and excellent service,” said Michael Walker, President of Pension Specialists. “We are very pleased to expand our operations into the Chicago-area to continue to build and support deep relationships with our clients and service partners. We already see this new office as a key component of our future growth and success.” Newly appointed Regional Vice President, Jeff Hockenbrock, will lead the Chicago office. Hockenbrock has been an integral part in the growth and success of Pension Specialists and is charged with expanding the office to eventually provide a full suite of client services, in addition to its current sales and communications capabilities.

“I am excited for the opportunity to better serve our Central and Eastern based clients, advisors and service partners,” said Hockenbrock. “My goal is to continue the growth and success of Pension Specialists, and at the same time, ensure client service remains our top priority. The office will initially handle sales and communications services, but our strategic goal is to add comprehensive account management services within a few years.” 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 affilia

Press Releases

Fri, 16 May 2008 14:30:28 GMT

FOR IMMEDIATE RELEASE Pension Specialists, Inc
Experiencing Record Growth Folsom, CA 15 May 2007 Flexibility, exceptional service driving factors Pension Specialists, Inc., a leading provider of retirement plan services to employers of all sizes, today announced that the company has reached record highs in clients, participants and plan assets in first quarter 2007. The company’s vast array of choices for plan sponsors and excellent service are key contributors to the growth.

“At Pension Specialists, we’re different,” says Vice President Robert Stebbins. “Because we don’t have proprietary investments, we are completely flexible with respect to the investment options offered within our clients’ plans. Plan sponsors and participants have told us how important that is to them.”

That difference can also be seen in the company’s commitment to service. “Providing the best service in the industry has been our guiding vision since the company began in 1985,” said Stebbins. “We truly do have our plan sponsor and participant clients’ best interests at heart.”

Because “how” the company does business has been so important to its success, telling that story is the focus of its new marketing campaign. Stebbins said, “We offer a flexible, low cost solution to plan sponsors and we want the marketplace to know that. Since plan sponsors can choose investments from the entire mutual fund universe, funds are forced to compete for a spot in the plan, dramatically driving down investment costs.”

The new marketing campaign includes an updated Web site focusing on how Pension Specialists brings a different way of thinking to the marketplace and how that benefits its clients. The website address is www.pensionspecialists.com.

Pension Specialists, Inc., was founded in 1985 with the vision of providing the highest quality services to retir

Press Releases

Fri, 16 May 2008 14:30:28 GMT

FOR IMMEDIATE RELEASE Pension Specialists, Inc.
Announces New Bay Area, CA Office Location Oakland, CA 25 May 2007 Growth fuels need for additional office capacity Pension Specialists, Inc., a leading provider of retirement plan services to employers of all sizes announced today that it is relocating its Bay Area office as of June 1, 2007. The move will provide the firm with additional office space in order to accommodate its ongoing growth.

"With our continued expansion, our move to a high-rise building in downtown Oakland will enable us to better meet the needs of our growing client base," said Robert Stebbins, Vice President of Pension Specialists. "We're very excited about this and look forward to a smooth transition to the new location."

Pension Specialists’ new Oakland office address is 1330 Broadway, Suite 833, Oakland, CA 94612. Centrally located, it provides easy access to the greater Bay Area via freeway and public transportation. Oakland International Airport and San Francisco International Airport both are within 25 miles of the new office. In addition, the office space on the 8th floor of the 17 story office building will provide the firm with ample parking, room for further growth and numerous other amenities.

Telephone, fax and email addresses for employees relocating to the new office from the existing Oakland office will remain the same.

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 affiliates. Its staff of retirement plan professionals provides services to approximately 1,000 client plan sponsors throughout the country. Its clients range in size from small businesses to large, publicly traded corporations with tens of thousands of employees. Pension Specialists, Inc. offers bundled and unbundled retirement plan programs that provide clients wit