"Personalized Service" are words you hear and read in much of today's promotional material. With us, "Personalized Service" has been a signature mark of our operation from the beginning.

As an established retirement plan consulting organization our exclusive service is custom plan design and administration. Our Number One Priority is to provide the client with the necessary information to make informed decisions on their own personalized retirement plan. Starting with the knowledge of our client's goals and financial criteria, we present a customized portrait of the type of plan we believe will best achieve their objective.

Our DESIGN SERVICES include all required documentation, putting to use for your benefit one of a myriad of our own IRS-registered, qualified, and pre-approved documents. PENSIONS LTD™ maintains the compliance of these documents on a continuing basis. Our company qualifies as a Volume Submitter Practitioner, saving our clients money in any additional document preparation and IRS filing fees.

Following our professional assistance in the plan implementation phase, PENSIONS LTD™ continues its "full service" reputation by offering the necessary ADMINISTRATION SERVICES retirement plans require. While we provide complete record keeping services, calculations, allocations, completion of participant statements, and tax forms - as do the other firms in our field - our VALUE ADDED SERVICE is the continuing proactive focus on the many IRS compliance tests and legislative changes that could affect your plan's future administration. PENSIONS LTD™ stays informed and will keep you informed of changes and annual updates as they occur.

THE END RESULT: A well-designed plan that achieves your vision while simultaneously taking as little of your valuable in-house administrative time as possible.