At Pension Investment Services LLC, we provide independent money management and employee retirement Benefits to successful business owners and their employees.

 

We provide sales and service to Pension & Profit Sharing Plans of all sizes. We assist with custom design plans from very simple and standard to extremely complex and specialized. From turnkey plans to custom Open Architecture plans with access to thousands of Institutionally priced investments. We also provide Plan platform & investment fee benchmarking studies of existing plans for clients and prospects to help comply with DOL 408(b)2 & 404(a)5 fee disclosure regulations.

We have experience in designing and funding qualified plans of all kinds; Traditional, 412(e)(3) and Cash Balance Defined Benefit Plans, as well as 401(k) Profit Sharing Plans designed including Age Weighted, Cross Tested, or New Comparability allocations. 

John F Kapek, CLU, ChFC PPC has over 30 years in the industry which includes 10 years as the marketing group affiliated with a Third Party Administrator (TPA) This experience is a significant benefit to John's clients and prospects in that he has dealt with many of the problems or issues his clients face on a daily basis and is experienced in getting things done correctly.

Our Services

 

Investment Management

There are a lot of things to think about when you offer a retirement plan. Let us focus on finding solutions to meet your needs and help your employees.
 

Insurance Services

As an independent advisory firm, we have access to the largest and most well-respected insurance companies in the marketplace. We have maintained our independence for over 50 years so we can provide a custom fit to protect your future from the risk of disability or pre-mature death.
 

Retirement Plan Services

Focused on solutions There are a lot of things to think about when you offer a retirement plan. Let us focus on finding solutions to meet your needs and help your employees. Resources Investment Advisors implements a seamless approach in managing and advising on retirement plans ranging from start...

Meet John Kapek

Financial Advisor

John Kapek is the owner of Pension Investment Services, LLC. (PINS) He is a Registered Representative with Triad...

We manage assets for individuals and families, providing investment management, and financial planning services.

What’s Your Risk Number?

Blog