Welcome
Home
Our Company & Mission
Our Core Values
Our Services
Service Standards/
Expectations Manual
Service Information Request

Contact Us

Advice & Tools
Financial Calculators
Hot Topics
TPS Newsflashes
TPS Newsletters
Educational Seminars
IRS News
DOL News
Sponsors
View Plan Info
Downloadable Forms
Documents
Education
 

Materials/Schedules/
Presentation

  Class Locations
Participants
View/Access Account
Online Enrollment
Downloadable Forms
Documents
Education
  Materials/Schedules/
Presentation
  Class Location
Investment Professionals
View Client Info
Downloadable Forms
Documents
Service Alerts
Education
  Materials/Schedules/
Presentation
  Class Location
Fiduciaries
View Plan Info
Downloadable Forms
Documents
Education
  Materials/Schedules/
Presentation
  Class Location
Other Resources
Fiduciary Guardian
401(k) Vendors
Research
Strategic Partners

 

 

 


Welcome to
The Pension Specialists, Ltd. Website.

(Click and add pensioninsider.com to your favorites.)

The purpose of this website is to provide the highest level of customer service to “YOU”, our valued customer. The site contains:

Information about our company, our services and our mission.
Downloadable retirement plan documents and administrative forms for “Plan Sponsors”, “Plan Participants” and “Brokers”
Information on educational compliance programs including class descriptions, dates, times and costs.
Links to 401(k) vendors
“Contact 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


"How 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


HOT 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


Financial Calculators to assist your retirement planning

 

The Pension Specialists, Ltd.
10501 North 2nd Street (map)
Machesney Park, IL 61115
Phone: 815-394-5500
Toll Free: 800-963-5501
Fax: 815-399-9324
Email: info@pensioninsider.com