Services We Provide


Pension Financial Services is recognized in the financial industry for delivering exceptional actuarial and retirement plan administration services. In fact, PFS is one of the few third-party administration firms to receive ASPPA/CEFEX Certification of ASPPA Administration Services Certification for Third Party Administration Services  from the Centre for Fiduciary Excellence and the American Society of Pension Professionals & Actuaries.

We administer most types of qualified retirement plans, including:

Our extensive experience with the design of qualified plans allows us to provide our clients with cutting edge plan design techniques. These techniques take full advantage of the flexibilities in the qualified plan laws and regulations in order to meet our clients' retirement plan goals.

Pension Financial Services administers plans for companies of many sizes. Our typical client has between 50 and 1,000 employees.

Copyright 2003-2017, Pension Financial Services Inc.
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