Our Story

Incorporated in 1982, Pension Financial Services brings the highest caliber actuarial and retirement planning services to over 800 clients in the Southeast. Knowing that "interest today creates tomorrow," Pension Financial Services strives to help each company we serve offer the right retirement plan to its employees, coupled with our strong administration services.
In our early years, PFS focused on providing actuarial services through other small administration firms. Throughout the '80s, we expanded our services to include full administration for most types of qualified retirement plans. Our growth in the '80s and a merger with two administration firms in 1990 established an employee base with a great depth of knowledge and experience. This expertise, in turn, enabled us to successfully deliver actuarial services and retirement plan administration to hundreds of companies.
Today PFS is one of the largest regional qualified retirement plan consulting and administration firms in Georgia. We're recognized in the financial industry for delivering excellence. 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.

Pension Financial Services administers 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.
Since the early '80s, PFS has helped companies design and administer retirement plans that help create brighter futures for their employees. And our unwavering commitment to superior service and building long-term relationships with our clients is ingrained in everything we do.
Copyright 2003-2024, Pension Financial Services Inc.
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