Advisors and Partners

Pension Inc. works with advisors and consultants to ensure plan sponsors are receiving the best service possible – accurate, timely, tailored, and always compliant.

How We Work With Advisors

Our extensive consulting experience and our high client retention rate mean we can help you build your business and maintain long-term relationships. You can rely on us to minimize the daily administrative burdens you and your plan sponsors face in the maintenance of a qualified retirement plan.

Flexible Investments

Pension Inc. offers you a choice in selecting the retirement platform that is right for you and your client. We offer a true open architecture platform and complete fee transparency. Our PI Interlink recordkeeping program provides access to more than 20,000 mutual fund and ETF options. You’ll find all asset classes and major fund families represented. And we offer net asset value pricing – load fees are waived.

We also offer self-directed accounts that allow for multiple investment options, including unique securities.

For some advisors, Pension Inc. serves as a compliance third-party administrator. In these instances, we work with Transamerica, Principal, John Hancock, and American Funds, among others – some of the most trusted names in the industry.

Investment Advisor

As an Independent Third Party Administrator, Pension Inc. thrives on the quality relationships built with brokers, registered investment advisors, insurance agents, and bankers across the United States.

By maintaining independence and not selling an investment product, Pension Inc. excels by providing exceptional service in the areas of compliance, consulting, and communication.

We leave the investing to the experts.

Comprehensive Services

Pension Inc. advisor support services include attendance at client meetings when needed. We can help promote a conversation about tax law or prepare for an introductory sales meeting by creating effective talking points. Our goal is to help each advisor maintain and grow their existing client relationships and engage new ones.