Secure Retirement Solutions for Small Businesses.
A low-cost, worry-free 401(k) plan designed to function like a pension, providing employees with guaranteed lifetime income security.
Because.
The Pension 401k functions like a traditional pension which requires no decisions by employees.
Investments are professionally managed to create a fiduciary wall of protection for the company.
We select a thoughtfully designed, dynamically managed portfolio for each employee based on his or her age 65 retirement date.
Prices are monitored daily for higher expected returns and to control risk.
Performance and expenses are benchmarked.
All this while employees and company still maintain control.
Services.
What We Do.
The Pension 401k is a registered investment advisor and professional plan consultant that sets plan sponsors and their employees up for a successful retirement as defined by the Employee Retirement Income Security Act of 1974 (ERISA).
We design and manage 401(k) and Cash Balance Plans that work together to strengthen employee financial wellness and help business owners maximize tax-deductible retirement savings — creating a win-win for employers and their teams.
Applying Science To Investing
Science has transformed every aspect of life—including investing.
Fiduciary Wall of Protection
Professional investment management creates a fiduciary wall, safeguarding company assets and providing peace of mind.
The Retirement Gamble
The four most important aspects of your retirement plan: market volatility, income longevity, tax deferred vs. tax free, fees.
Our Philosophy.
The four most important aspects of your retirement plan: market volatility, income longevity, tax deferred vs. tax free, fees.
Join Us Now!
Our Team.
The Pension 401k brings together a team of professionals who have the highest level of experience and knowledge when it comes to financial advising services.
.jpg)
.png)
.jpg)
Contact Us.
Reach out if you have any questions or would like to learn more about our services. We are here to help you plan for your financial future and make the most out of your retirement.
We would love to hear from you! Leave us a message and we'll respond soon.