Reliability. Commitment. Excellence.
That’s why we are Atlanta’s most trusted TPA firm for tax-qualified retirement plans, in business for 40 years.
Our Vision
To design and execute tailored retirement solutions that allow our clients and their employees to achieve a better, more secure financial future.
We do this with an unwavering commitment to excellent service on the most complex plan designs.
Our Services
At Pension Financial Services, we firmly believe that interest today creates tomorrow.
This begins with thoughtful plan design and is strengthened by the right tools and services to deliver the best outcomes.
Learn more about our Retirement and Payroll solutions.
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Traditional employer sponsored 401(k)
Safe Harbor 401(k)
1099R
Complex plan options leveraging custom eligibility, vesting, contribution, and enrollment strategies
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Employer-funded retirement plans where contributions are discretionary and based on company profits.
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Traditional Cash Balance or Defined Benefit plans
Tiered or Age Based plans
Combo 401(k) and Cash Balance options to maximize tax deferred savings
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Payroll Processing
Time System and Integrated Workforce Management
Mineral HR-OnDemand
Benefits Administration
Accrual Tracking
Our Mission
To make retirement work for everyone by being the most reliable, knowledgeable, and client-focused TPA firm in Greater Atlanta.
To learn more about our expertise and how we can help you, visit Our Services.
Our Values
Stronger Together
We exponentially amplify outcomes for our stakeholders by working as one team, and by leveraging the collective expertise and experience of our partnerships.
Obsess Over the Customer
We are committed to helpful service with accuracy and urgency, delivering an unparalleled experience.
Strive to Be Better Every Day
We put ourselves on the path of continuous improvement and view feedback as a gift. We embrace the change that is required to achieve our goals.
Do Right Things, Do Things Right
In everything we do, we act first with honesty and integrity. We strive for excellence in our execution, with an intense attention to detail.
Seek to Understand Why
We are problem solvers, and we ask questions, seeking answers using the full scope of the data, knowledge, and experience from across the partnership.
Own the Outcome
We are accountable for our individual and collective results. We follow through to help our team, clients, and partners achieve the right outcomes.
Our Story
A distinctive history of commitment and growth.
For 40 years, we have proudly served the Greater Atlanta community with unwavering commitment and expertise, building a reputation of excellence and credibility. Our deep local roots provide a strong foundation for how we serve, while our national resources ensure we can meet any challenge with confidence.
Since July 2023
Pension Financial Services is a proud Strongpoint Partner.
As a Strongpoint Partner, PFS is a part of the most trusted, knowledgeable, and customer-centric retirement platform for small and medium-sized businesses. Learn More.
