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PENSION ADMINISTRATION FOR CPAS

Now you can provide your clients with the best pension administration services. Just bring us the cases and we will do the rest. You don't need to be a pension specialist, but we will make you look like one!

Provide your clients with the largest deductions available under the new laws. We do the plan design, implementation and administration – and never sell your client a product.

All plans: defined benefit, defined contribution, salary deferral, deferred compensation plans and new comparability profit sharing plans. Quick turnaround for year-end planning. Ask about our revenue share program.

Join this program for free and start generating fees immediately.

Please submit the form on the right to request additional information about our pension administration services and free monthly Pension Practice Alert Newsletter.
Request for Additional Information & Free
Monthly Pension Practice Alert Newsletter
First Name: 
Last Name: 
Firm Name: 
Address: 
City: 
State/ZIP: 
Phone: 
Fax: 
Email: 
Type of Plan Needed: 
Describe Client's 
Pension Need: 
 
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