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Our Services

The Pension Specialists, Ltd. offers the highest quality services. We can help you with any combination of the following:

Consulting Services Administration Services
• Design Consultation
• Feasibility Study
• Employee Survey
• Document Design
• Communication & Enrollment
• Human Resources
• Documentation & Submission
• Participant Recordkeeping
• Compliance Testing
• Discrimination Testing
• Financial Statement Preparation
• Actuarial Valuations
• Government Filings
• Termination Services
• Human Resources Administration
• Payroll Administration
Communication Services Plan Types

• Group Orientation Meetings
• One-on-One Enrollments
• DOL 404(c) Compliance
• Employee Booklets

• Financial and Investment Education

• SIMPLE Trusteed 401(k) Plans
• Safe Harbor 401(k) Plans
• Full Service 401(k) Plans
• Profit Sharing Plans
• Money Purchase Pension Plans
• Target Benefit Pension Plans
• Group 403(b) TSA's
• Employee Stock Ownership Plans
• Defined Benefit Pension Plans
  - Traditional
  - Cash Balance
• Section 125 Plans
Allocation Types Document Types
• Pro-rata
• Uniform Point Allocation
• Permitted Disparity
• New Comparability IRC 401(a)(4)
  - Cross Tested Benefit
    Based Discrimination Testing
• Mass Submitter Prototypes
  - Standardized
  - Non-Standardized
• Volume Submitter Prototypes
• Individually Designed
Administration Types
• Balance Forward With:*
  - Any Single Fund Family
  - Ten Fund Limit
  - Pooled Accounts
  - Quarterly Exchanges
  - Quarterly Benefit Statements
• Daily Valuation With:*
  - Multiple Fund Families
  - Fifty Fund Limit
  - Omnibus Accounts
  - Daily Exchanges
  - Quarterly Benefit Statement
  - 1-800 Account Access
  - Internet Account Access
  - Print Internet Account
    Information on Demand
* Individual stock trading accounts are also available.


If you would like more information on any of these products and services, contact customer service at 815-394-5500 or simply click here to request more information. We look forward to serving you.


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