9-1-1 Retirement Plans.
Low-cost, worry-free retirement plans that are better than those of most Fortune 500 companies.
Because.
Plans are designed to function like a pension, eliminate complexity and reduce compliance risk.
Investments are professionally managed by an ERISA 3(38) investment manager to create a fiduciary wall of protection for business owners.
We deliver evidence-based investment solutions with a 40+ year history of outperforming benchmarks and index funds
Each individual’s portfolio is thoughtfully designed and dynamically managed as investment time horizons decrease and the cost of income and longevity risks increase.
Global stock and bond prices are monitored daily to control risk and invest for higher expected returns.
With the shared outcome of joining the 1 out of 5 US households that have already become automatic millionaires.
Services.
For Employees:
Financial Wellness & Plans
Your employer has paid for this financial wellness service to help you maximize your compensation and benefits through smart money decisions. Master both the mindset and strategy of financial fitness. The first rule of wealth-building: don't turn down free money. Enroll now!
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.
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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.
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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.
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