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| PHILOSOPHY |
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AND OTHER THINGS YOU MIGHT |
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WANT TO KNOW ABOUT US. |
In 1985, we started a company with a clear vision of what we wanted to achieve: to be the best service provider to retirement plan sponsors, working with a philosophy of honesty and integrity, while maintaining complete investment independence. We set out to be a company that plan sponsors could trust to do the right thing for them. Several decades later, with a client roster that includes more than a thousand plan sponsors all across the country and billions of dollars in plan assets, that core philosophy still drives everything we do. (And to our way of thinking, is proof that we hatched a pretty good idea all those years ago.)
Now regarded as a leader in the retirement plan field, Pension Specialists provides complete retirement plan services. And, since we are an independent service provider, we work exclusively for our clients without a bias towards any particular financial product. Thus, clients have the flexibility to choose from a wide array of investment options for their retirement plan.
Clients can choose to work with us in one of the following models: |
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Bundled, Full Service (aka 401kMAX) |
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Unbundled, Select Administration and Actuarial Services |
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Consulting Services |
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