Pension Professionals, Inc. tailors it's services to meet your specific needs and we work hard to exceed your service expectations. Our knowledge of diverse variations in plan design, along with the thorough analysis of client goals and objectives, enable us to develop plans that will maximize as many tax advantages as possible.
We service all types of qualified plans, including:
* Customized plan & trust document design
* Hands-on personalized plan administration & support
* Expert compliance testing & recordkeeping
* Constant monitoring of changing IRS & DOL regulations
* Team-approach / Cooperation with your financial advisors
What is a 401K ?
We have prepared
a brief overview
for your review.
Pension Professionals, Inc. works closely with our many Strategic Alliances
Copyright Pension Professionals, Inc. / California 2014