Our Mission
Making retirement work for everyone.
Pension Financial Services (PFS) is a customer-centric retirement consulting firm, proudly serving the retirement needs of Greater Atlanta’s small- and medium-sized businesses for 40 years. With a team of 16 professionals, including Pension Consultants, Administrators, and Actuaries, we have built our reputation with our unwavering commitment to superior service and putting our clients first, including Sole Proprietors, Partners, and Employers.
How We Serve
Personal Design. Local Service. National Support.
PFS’ local expertise, backed by the national resources of Strongpoint Partners, makes our team uniquely positioned to take on any challenge for any client. Whether you’re a sole proprietor, such as a dentist, lawyer, or doctor, who needs a solution like a 401(k) or Cash Balance Plan, or an employer in Atlanta’s small business community, we can create a solution tailored for you and your business, that ensures you’ll minimize your tax liability, maximize your retirement savings, attract and retain your employees, and reduces your risk through creditor protection.
Discover the strength of our national network of partners:
32K+
Total Plans Administered
375+
Retirement Consultants
~1K
New Plan Designs Per Year
35+
Avg. Years of Design Specialist Tenure
~9.5
Average Years of Client Tenure
$54B+
Plan Assets Under Administration
Reliability. Excellence. Commitment.
We’re here to custom build solutions tailored for your retirement objectives.
We understand that different departments and roles within your company have distinct priorities. Employers may emphasize attracting, rewarding, and retaining top talent, while employees are focused on achieving a timely retirement. Your HR team, meanwhile, faces the challenge of managing fiduciary responsibilities and maintaining compliance with DOL and IRS regulations. At Pension Financial Services, we keep your success at the center. Our expertise ensures you have the support you need, so you can stay focused on what you do best. Learn More
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![KGA focuses on annual plan administration from January to March, including ongoing retirement plan design review, annual notices, data request management, and data cleansing and validation.]()
January - March
With an ACP/ADP testing deadline of March 15th, our team is focused on census file collection, and data verification and cleansing. We complete robust testing protocols that ensure our clients are maximizing their retirement objects while maintaining a plan compliant with constantly changing regulations.
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![KGA focuses on milestones for Annual Plan Administration, Data Cleansing & Validation, and Annual Contributions from April to June.]()
April - June
In Q2, our team is focused on data accuracy and completeness as we begin the 5500 filing process. With ongoing support for plan participants and reconciliation procedures with record keepers underlying the data needed for 5500 production, we’re also leveraging insight to help you plan for future tax planning.
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![KGA focuses on tasks like annual contributions, asset reconciliation, annual testing, and annual reporting from July to September.]()
July - September
As we prepare for the October 15th 5500 filing deadline we’re prioritizing any corrections, testing concerns, or outstanding data requests needed to ensure a plans ongoing compliance. We also use this window to discuss future needs, as identified by our testing and report prep, as we plan for the coming fiscal year.
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![KGA focuses on Annual Plan Administration and Annual Reporting from October to December.]()
October - December
With all 5500s filed, signed, and complete by October, 15th, we focus on reviewing testing procedures for the following year to adjust to any changes in regulatory guidance. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.
For Our Partners
Recordkeepers, Financial Advisors, and Accountants are our valued partners.
Together, a great advisor, recordkeeper, and third-party retirement plan administrator who prioritize client objectives, accountability, accuracy, and access, can solve any retirement need. We pride ourselves on our ability to work alongside other leading experts to design a plan that maximizes benefits and minimizes risks for any client, regardless of the complexity.
Come learn how we can partner with you to increase client success, client service, and long-term client satisfaction.
