The Pension Professionals has been in business since 1992. We handle over 75 qualified plans in a wide variety of styles, designs and industries. We are on the leading edge of the proposed 408(b)2 regulations and are Accredited Investment Fiduciaries.

The Pension Professionals specializes in providing a full scope of retirement plan features such as:

· Plan Designs, Review, and Analysis
· Fiduciary Oversight
· Investment Analysis
· Vendor Review and Expense Analysis
· Service Review (Education, Recordkeeping, etc.)

As an independent firm, The Pension Professionals can provide objective service and advice with no conflict of interest.

The Pension Professionals are members of the Retirement Plan Advisory Group (RPAG).  RPAG is a well-established alliance of accomplished advisors whose intelligence and ingenuity combine to create tangible value for sponsors and participants of qualified and non-qualified retirement plans.  They include 740 independent advisors with over $86 billion in collective assets covering more than 21,000 plans.


Check out the background of firms and investment professionals on FINRA’s BrokerCheck


Securities offered through registered representatives of Cambridge Investment Research, Inc.,
a Broker/Dealer, Member FINRA/SIPC. Supervisory Office: 1710 State Street, Houston, TX 77007, (713) 489-8205.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Cambridge and The Pension Professionals are not affiliated.  Licensed in AZ, AR, CA, CO, FL, IL, LA, MA, MI, NM, OK, PA, and TX.



Website Builder