Professionals,
Inc.
Pension
PPI
Founded in 1981, Pension Professionals, Inc. specializes in designing, installing and administering tax-qualified retirement and employee benefit plans for clients ranging in size from small one-person companies to those with over 5,000 employees.
Pension Professionals, Inc. takes the confusion out of plan implementation, administration and compliance with federal laws and regulations. We provide you with the consulting and technical expertise needed to control costs, promote corporate goals and ensure a sense of security.
Located in Orange County, California, Pension Professionals, Inc. has enjoyed a great working relationship with nationwide clients, strategic advisors and federal regulatory agencies. Our success and growth over the past two decades has been a result of client referrals and the continuous efforts of our highly trained and dedicated staff.
Pension Professionals, Inc. takes the confusion out of plan implementation, administration and compliance with federal laws and regulations. We provide you with the consulting and technical expertise needed to control costs, promote corporate goals and ensure a sense of security.
Located in Orange County, California, Pension Professionals, Inc. has enjoyed a great working relationship with nationwide clients, strategic advisors and federal regulatory agencies. Our success and growth over the past two decades has been a result of client referrals and the continuous efforts of our highly trained and dedicated staff.
Trent Wolfert
Trent Wolfert is the owner & president of Pension Professionals, Inc. Trent oversees the day-to-day operations of the company, as well as handles all client meetings outside of the office. Trent is a graduate of the University of Utah and has more than 20 years of experience in the tax qualified retirement plan field; he maintains the professional designation of “Accredited Pension Administrator”, (A.P.A.) through the National Institute of Pension Administrators. Trent is a frequent guest speaker at many Employee Benefit meetings & seminars held throughout the year.
Teresa Mendez is the manager of the defined benefit department of Pension Professionals, Inc. Teresa overseas the day-to-day operations of all Defined Benefit Plans. Teresa is a graduate of the University of California, Irvine and has over 15 years experience on qualified retirement plans; she has specialized in Defined Benefit Administration for the last 8 years and currently holds the professional designation of “Accredited Pension Administrator” (A.P.A) through the National Institute of Pension Administrators.
Teresa Mendez
Beth has specialized in the third party administration of defined contributions plans for almost 20 years. Beth has been with Pension Professionals, Inc. since 1991 and her clients consists of both large and small 401(k), Profit Sharing and Money Pension Purchase Plans. Beth is also the office manager and oversees day-to-day office operations. Beth keeps her education current by attending NIPA conferences.
Beth Long
Copyright Pension Professionals, Inc. / California 2014
