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Pension Services

At Pension Investment Services, LLC we can assist with the following: 

PENSION ANALYSIS & DESIGN ASSISTANCE

  • Traditional Defined Benefit Pensions
  • 412(e)(3) Fully Insured Pensions
  • Cash Balance Pension Plans
  • Discretionary Profit Sharing
  • 401(k) Plans
  • Employer Match and Profit Sharing efficiency analysis
  • Plan Expense Benchmarking
  • Investment Expense & Performance Benchmarking
  • DOL 408(b)2 & 404(a)5 fee analysis & investment fiduciary review
  • Investment Advisory Services, IAR - as 3/21 or 3/38 Plan Investment Fiduciary    
  • Major Investment Platform Plans
  • Open Architecture Custom Plans
  • Bundled or Un-Bundled Administrative Support   
  • Simple IRA
  • SEP IRA
  • Traditional IRA
  • Roth IRA

PENSION ADMINISTRATIVE SERVICES

  • Highly Qualifed Staff
    • Plan Actuaries
    • CPA’s
    • CLU,ChFC
    • coordinating ERISA Attorney
  • 35+ years experience

OTHER INSURANCE & INVESTMENTS

  • Investment Management
  • College 529 Plans
  • IRC 125 Plans
    • Premium Only
    • Full Option
  • Multiple QP funding Options
  • Employee Benefits
  • HR Support Services
  • 403 (b) Planning
  • Section 79 plans
  • Non Qualifed Deferred Compensation Plans
If you have any questions please email or call us at 509-455-3787 or 888-685-4123.