Fulfillment Policy

Last Updated: 10/28/2024

Pension Financial Services, Inc. Fulfillment Policy for Payments via Stripe ®:

This Fulfillment Policy outlines the terms for subscription orders paid through Stripe®. By making a payment, you agree to these terms.

Fulfillment Policy:

This Fulfillment Policy (the “Policy”) informs you about our delivery policy and the rules and guidelines relating to the refunds for services purchased from our Company. Please read this Policy carefully to understand your rights and also understand the requirements for refunds. Our services are billed in U.S. Dollars. All payments are securely processed through Stripe®. Pension Financial Services, Inc. does not store any credit card details.

Service Delivery:

Pension Financial Services, Inc. is committed to delivering high-quality services within the agreed-upon timelines. Clients will receive updates and notifications regarding the progress of the service by their Plan Administrator.

Refunds & Cancellations:

Refunds:

Generally, services are not refundable after completion. However, in certain circumstances, we offer refunds. If you believe there has been an error in billing or have other concerns, please contact us at accounting@pfs401k.com .

Cancellations:

Services can be terminated by providing 60 day advance notice to accounting@pfs401k.com .

Privacy Policy:

Your payment information is handled securely and no customer payment information is stored by Pension Financial Services, Inc..

Policy Updates:

Pension Financial Services, Inc. reserves the right to update this policy at any time. Changes will be effective upon posting on our website. Please review regularly to stay informed.

Contact Information:

For any payment or subscription issues contact us at Accounting@pfs401k.com or the following mailing address:

Pension Financial Services, Inc.

3700 Crestwood Parkway, Suite 550

Duluth, GA 30096