Our Services

Services We Provide
Pension Financial Services is recognized in the financial industry for delivering exceptional actuarial and retirement plan administration services. 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).

We administer most types of qualified retirement plans, including:

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

Delivering Exceptional Service
Pension Financial Services is one of the largest regional qualified retirement plan consulting and administration firms in Georgia. Our staff includes Pension Consultants, Investment Consultants, Pension Administrators, Pension Specialists, and Software Engineers.

Committed to delivering exceptional service, we're structured to be very responsive our clients. We assign a client servicing and consulting team to each retirement plan. The team comprises:

• A Pension Consultant who manages the client servicing team.
• A Pension Administrator who provides the day-to-day servicing of the plan.
• A Pension Specialist who assists the Pension Administrator with the day-to-day servicing of the plan.

We're thorough, with reviews and double-checks in place to ensure that you receive timely, accurate work. Your plan's Pension Consultant carefully reviews the work performed by our team before it is sent to you.

Our unwavering commitment to superior service and building long-term relationships with our clients is ingrained in everything Pension Financial Services does. To learn more about how we can help your company with retirement plan consulting and administration, fill out our easy questionnaire, or call us at 678-924-8888.