The Pension Financial Services 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 plans to its employees, coupled with our strong administration services.

In our early years, Pension Financial Services 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 Pension Financial Services 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, we are one of 28 firms in the U.S. recognized as a "preferred provider" of retirement savings plans by the American Institute of Certified Public Accountants (AICPA).

Pension Financial Services administers most types of qualified retirement plans, such as:

• Profit Sharing (with and without 401(k) features)
• Employee Stock Ownership
• Age-Based Defined Contribution
• Super Integrated and New Comparability

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, Pension Financial Services 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.

To learn more about how we can help your company with actuarial services or retirement plan administration, contact us, or call us at 678-924-8888.