Often clients have retirement plan structures that are best served in an “unbundled” environment, which is why we offer a service model that can be custom designed to meet the myriad of services clients might require.

In an unbundled arrangement, clients utilize an outside entity for recordkeeping and investment option services.This entity might be a mutual fund family, an insurance company or a brokerage firm. We will then work with them to provide:

   • Design and Document Services
   • Compliance Support Services
   • Plan Administration Support Services
   • Recordkeeping and Reporting Services
   • Communications Services
   • Technical Consulting Services

With years of experience working with clients in this manner, we have become experts at carefully integrating these elements to create a quality program. We provide the consulting, plan design, documents, administration support, communications and recordkeeping necessary to build and maintain that program. The result is a valuable, cleanly run component to your overall employee benefit package. 

Since we have no financial products to sell, clients can rest assured that Pension Specialists will work in their best interests.