We were referred to Pensions, Ltd. by our CPA when we decided we wanted to establish a Defined Benefit Plan for our employees. As soon as we met Donna Neuhauser, we knew we had made the right decision. Donna and her staff are terrific. Very professional, organized, responsive, informative — basically, everything we needed and more. Over the last 5 years, this excellent team has continued to earn our respect and appreciation for their outstanding efforts and support of our agency’s goals. We would (and have) highly recommend their services.

Charles and Cathi Wrench, Principals of The Wrench Agency, Allstate Insurance, Lakewood, CA

If you are busy and would like to delegate the meticulous attention required of maintaining and staying on top of the ever-changing regulations of your pension or profit sharing plan, then you need look no further. I am too busy to have a chance of maintaining my plan successfully and the regulatory agencies are only too happy to invalidate the tax benefits accrued by my plan by identifying faulty plan management. Donna Neuhauser and her team have given me impeccable management of my plan for over twenty years. I’m not the best “detail person” but Donna keeps me up to speed with individualized attention, including impending deadline notifications. Her fees are very fair; she and her people are very pleasant and, perhaps most importantly, effective.

It’s a no-brainer to have Pensions Ltd manage your plans.

William H. Reed, M.D.