The Pension Specialists, Ltd. Website.
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purpose of this website is to provide the highest level of customer
service to YOU, our valued customer. The site contains:
about our company, our services and our mission.
retirement plan documents and administrative forms for Plan
Sponsors, Plan Participants and Brokers
on educational compliance programs including class descriptions,
dates, times and costs.
to 401(k) vendors
Options for additional customer service
NEW! Retirement Plan News Spring 2017
IRS Limits - 2016 Annual Limits and
Annual Cost of Living Adjustments
Defined Benefit Maximum
Contributions by Age for 2015
Will 401(k) Emerge?"
Free resources from recent symposium by
TPS and Rockford Chamber of Commerce
TPS UPDATE: IRS Releases
Final Roth 401(k) Regulations
TOPIC: Roth 401(k)
For plan sponsors who would like to
get set up
and purchase a bond
For plan sponsors who would like
a quote first, then purchase a bond
Calculators to assist your retirement planning
Pension Specialists, Ltd.
10501 North 2nd Street (map)
Machesney Park, IL 61115
Toll Free: 800-963-5501