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.)

We start by listening to your specific plan concerns and needs.  Asking additional and/or clarifying questions to determine the different ways we can help.  Then we analyze your goals and compare them to your current plan provider.  Next, we recommend a retirement plan strategy designed to meet your needs and goals.

As an independent firm, The Pension Professionals can provide objective service and advice.

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.