Welcome to Pension Review Services

Pension Review Services, founded in 1975, is a third party administration firm (TPA) providing the highest quality consulting and actuarial services for qualified retirement plans. We work with employers of all industries, whether a sole proprietor or a medium-sized business. Read our latest newsletter, “2012 Pension Plan Increases”.

Claim a tax deduction and save for your retirement as well as provide your employees with a competitive benefit package. Explore the types of plans for which we can provide services.

Plan Types

We offer several plan types; each one designed to fit your needs.

  • Profit Sharing Plans
  • 401(k) Plans
  • Money Purchase Plans
  • Defined Benefit Plans
  • Cash Balance Plans

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Our Services

Compliance Services: Prepare Plan Documents and Distribution Materials for Participants, Review current documentation and more...

Actuarial and Administrative Services: Compilation of employee data, Determination of participant eligibility, Reconciliation of plan assets, Determination of the annual contribution or allocation of the contribution, and more.

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Advantages of a Qualified Plan

Why should an employer have a pension plan?

  • One of the few remaining tax shelters
  • Income tax deduction for contributions
  • Tax-deferred return on invested assets
  • Postponement of and increase options for taxation of benefits
  • Motivational tool to attract and retain key employees
  • Life insurance can be purchased on a pre-tax basis
  • To be able to retire with dignity and not have to depend upon your children or the government
  • Receive a tax credit for a new pension plan, click here to find out how

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The Value of a Good TPA

Don’t underestimate the value of a good TPA.  Pension Review Services is on the lookout for demographic or law changes which might suggest a plan redesign. In addition, PRS will help:
  • Maintain the plan document to keep it up-to-date
  • See that the plan is administered in accordance with applicable law
  • Be on the lookout for prohibited transactions
Do not put your hard earned money at risk! Penalties can be assessed upon audit by the IRS, DOL or PBGC if the above items fall short of their requirements.


Pension Review Services can assist to correct “problems” with your plans.

Read "The Value of a Good TPA", as told by an ERISA attorney, or contact us.

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