At Pension Inc., plan administration is not a sideline, it is our exclusive business. Our structure provides flexibility and an emphasis on personal service, whether you are a business owner, human resources manager, plan participant or investment advisor.

Incorporated in 1988, Pension Inc. was founded with the commitment to provide personalized services to all types of retirement plans, including:

  • 401(k)
  • Profit Sharing (Traditional, Integrated, Age-Weighted, Cross-Tested)
  • ERISA/Non-ERISA 403(b)
  • 457 Deferred Compensation
  • Multi-Employer
  • Multiple-Employer
  • Cash Balance
  • Davis Bacon 

Pension Inc. works with over 400 retirement plan clients throughout the country, providing administrative services for over $430M in qualified assets and more than 14,000 plan participants. Following an unbundled approach, which separates the administration of a plan from the investment services, we are able to provide fair and impartial plan analysis while working with any provider. Pension Inc. performs no adjunct services. We do not provide tax, audit or payroll services, nor do we sell investments or give investment advice. Our only focus is the administration of retirement plans.

Our highly-credentialed dedicated plan consultants will provide you with the unbiased, experienced, and dedicated administration needed to preserve the value and tax benefits of your retirement plan.