Let’s Design the Right Plan for Your Business

Thank you for your interest in Pension Review Services, providing the highest quality services for qualified retirement plans, from the single owner company to mid-sized firms.

Get in touch to discuss your individual needs and objectives. Together we will design a plan that will meet those objectives, whether it be a new plan or updating an existing one.  Once we’ve received your information, we’ll contact you for a brief, no-commitment call.  On the call, we’ll:

  • Ask you questions to understand your company’s demographics and pension needs, including number of employees, amount you’d like to contribute, frequency of contributions, and more.
  • Share our experience helping business owners in a similar situation.
  • Discuss our fees.
  • If we’re a good fit, we’ll send you our Employee Census Form and Pension Questionnaire Once we’ve received those, we’ll get to work designing a plan for you. You’ll receive multiple options to choose from.

Already have a plan? Send it over using the form below so we can review it.





If you prefer, just give us a call at (631) 465-0850.


Need a Retirement Plan Design?

We’ve designed hundreds of plans for one-man shops to medium-sized businesses. See how we can design the best one for your needs.

Reasons why you need a good TPA

1.  A good TPA will design a plan to fit your needs, taking into account the demographics of your staff.
2.  A good TPA will draft a plan document that incorporates your plan design and is flexible enough to meet future needs.
3.  A good TPA is knowledgeable in the intricacies of Pension law and regulations and will keep your document up-to-date and in compliance with current laws.
4.  A good TPA will guide you in the operation of the Plan so that it runs smoothly and remains in compliance.

We are a TPA of pension plans. That is all we do, that is our bread and butter. Because of this, you can be assured of our dedication to seeing that your plan is designed creatively to meet your goals and administered in compliance with current laws and regulations. Read “The Value of a Good TPA” written by an ERISA attorney, or contact us.

See our Case Studies >

Why your payroll company should not serve as TPA to your plan

If your payroll company tries to sell a 401(k) plan to you, we recommend that you decline their offer. The packages they offer include cookie-cutter-type plans and a limited roster of investments from which they receive compensation.  Pension plan administration is not their primary area of expertise; payroll is. Read the article:  “Why You Shouldn’t Hire your Payroll Company to Run your 401(k) Plan” by Ary Rosenbaum, for more details, or contact us.

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