Third Party Administrator
Providing Solutions for Retirement
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Call Us at (855) 721-9046
1717 E Birch Street, Suite X-205
Brea, CA 92821-5126
 
 
 
 

Retirement & Pension Plan Administration Based in Brea, California

Pension Advisors, based in Brea, California, is a national consulting firm that provides retirement and pension plan administration in all 50 states. Contact our third party administrator today for more information.

Review of Current Plans
Accountants and financial advisors typically refer small businesses to us so that we can make recommendations to improve existing plans. You can count on us to solve most retirement plan issues.

Complete Objectivity
We neither seek, nor do we ever accept commissions or fees for the investments on the assets in any retirement plan. Due to this objectivity, we remain free to design and administer the plan with the client in mind.

 
Business People in Conference, Retirement Plan in Brea, CA
      

Retirement Plans for Closely Held Businesses
A closely held business is a private business not publicly traded. We set up a plan for a company that needs one or we take over a plan that is already in existence. Our administrators handle all the federal reporting to keep the plan in compliance.

Plan Design
For those companies that do not yet have a retirement plan, we offer a feasibility study to show you your options. After designing the plan and with your approval, we then file the plan with the Internal Revenue Service for approval.

Annual Service
Once the plan is in place, you can count on us to prepare the required filings for the Internal Revenue Service as well as the Department of Labor on an annual basis.

Types of Plans
Our consultants are ready with advice and assistance for the following programs:

 
   •  401k Plans
   •  Profit Sharing Plans
   •  Defined Benefit Plans
   •  Money Purchase Plans
   •  Age Relative Plans

Contact us today in Brea, California, for retirement and pension plan administration.