We are, quite literally, redefining the industry by offering a better solution that includes a vast array of choices, exceptional service and a fair, open and honest approach. 

For example, here’s how the industry works right now: virtually all retirement plan service providers are focused on selling investment products to plan sponsors, trustees, and participants. With that as the industry focus, it follows that plan sponsors and participants end up with high-priced, overly restrictive investment options and a whole lot of questions about whose best interests are being served.

We’re different.

At Pension Specialists we work for our clients, not for an investment company. We don’t have any proprietary investment products and we’re not in the business of selling funds, which means we‘re not going to sell you something that’s better for us than for you. And all of this means we’re going to offer you completely flexible and unbiased investment options, so you’re always able to create the fund menu that is best for your participants.

Here’s another way that our being different is good for you.

We provide you the ability to choose investments from the entire mutual fund universe – forcing funds to compete for a place in the plan’s fund menu and dramatically driving down investment costs. The bottom line is that the flexibility we offer not only improves plan investment options, it also minimizes costs. Oh, and did we mention that you can get all this from a company that excels at client service?

Now that’s different.