Creating and Managing Pension Plans For More Than 40 Years
Pension Advisors, Inc. in Brea, California is an actuarial, administrative, and consulting firm specializing in retirement plan creation and management. Our consultative approach allows us to provide solutions that perfectly fit our client’s needs.
Comprehensive Services
We can handle all or part of a company's retirement plan, including its design, implementation, and administration. Our company uses state-of-the-art systems and our own experience to save plan sponsors’ time and money.
Our firm can help with the following:
- Retirement Plan Installation and Administration
- Retirement Plan Evaluation and Optimization
- 401 (k) Plans
- Profit Sharing Plans
- Defined Benefit Plans
Building Relationships to Better Serve You
Since our team takes the time to get to know our clients in detail, we put ourselves in a position to recommend the specific plan and services that best meet their needs. This approach allows us to address both short and long-term issues with efficiency.
Always Acting in Your Best Interest
Objectivity is key to our continued success within the pension planning industry. We never get involved with how funds are invested within any qualified retirement plan. As a result, our team is free to design and administer any plan with the client in mind.
Consult With Our Experts Today
Contact our firm if you’re interested in working with us to create your company’s pension plan or resolve any issues regarding retirement benefits. We are more than happy to be of service.
Call us at (714) 256-9999.
Pension Advisors, Inc.
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