Pension Partners, LLC’s revolutionary five-step consulting process is a plan sponsor’s key to developing, implementing, and monitoring a successful long-term pension plan. As pension planning consultants, we offer a unique proprietary pension planning process that empowers corporate pension plan trustees and employee participants alike to increase and protect retirement assets while reducing plan administration time and expenses. Discover our process by clicking on the links below.

(1) Plan Design
(2) Investment Policy Statement (IPS)
(3) Unbiased Institutional Money Management
(4) Unbiased Performance Evaluation
(5) Full IRS Compliance: Filings and Compliance Testing

Pension Partners, LLC works directly with you to review your current retirement plan’s goals and investments, with the objective of increasing performance, service, and employee participation. We develop, implement, and monitor a customized menu of flexible investment alternatives with materially diverse risk and return characteristics that cater to your employees’ individual lifestyles and retirement time horizons, and provide them with a reasonable investment yield. With the objective of increasing customer satisfaction, Pension Partners, LLC provides unique pension plan servicing options including educational seminars, Web site accounts and portfolios, e-newsletters, telephone help lines, and multi-lingual assistance for foreign employees.

For more information or to set up a consultation:
Contact us by e-mail, by phone at (212) 255-5000, or fill out our online form.