Professional and Credentialed
Our team is comprised of the top retirement professionals in Atlanta.
Distinguished by their commitment to maintaining industry credentials and providing expert guidance on even the most sophisticated plan designs.
Noteworthy Credentials: ASPPA
ASPPA Administration Services Certification
Pension Financial Services is proud to have been awarded the ASPPA Administration Services Certification, a designation of excellence that recognizes our commitment to best practices. Of the thousands of TPA firms across the country, fewer than 50 have earned this designation.
American Society of Pension Professionals & Actuaries (ASPAA) is a national organization of more than 7,000 retirement professionals who provide consulting and administrative services for qualified retirement plans covering millions of American Workers. Learn More
Noteworthy Credentials: CEFEX
CEFEX Annual Audit
Each year, PFS voluntarily undergoes an extensive audit by CEFEX to ensure that we are adhering to the latest industry best practices. The audit includes assessments such as document reviews, client file sampling, interviews with our team about our standard process and procedures, data security protocols, a review of our financial statements, and more.
CEFEX, the Centre for Fiduciary Excellence is an independent organization that assesses and certifies investment advisory firms on their adherence to a global fiduciary standard of excellence. Learn More
