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Pension Pros logo — company profile

Pension Pros

Founded 2012 2 employees Finance, Financial Services

General Information

Company Name Pension Pros
Founded Year 2012
Employees 2
Industries Finance, Financial Services
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About Pension Pros

Pension Pros is a pioneer in providing specialized qualified pension plans for the small business market. The company offers a FREE plan review to small business owners, assisting them in determining their eligibility for larger contributions and tax deductions. Their expertise lies in maximizing contributions and deductions for owners and key employees, in compliance with IRS testing requirements. With the potential for contributions and tax deductions of $150k, $200k, $250k, and more, the company provides fully funded, fully guaranteed plans, safeguarded against market volatility. Especially catering to high income earners with 5 or fewer employees, their range includes 412e defined benefit plans, New Comparability, Safe Harbor plans, IRA Rollover, and 401k Rollover accounts. Additionally, Pension Pros offers CPA CPE workshops, along with some of the lowest plan administration fees in the industry. Founded in 2012, it operates in the Finance and Financial Services sector. As they offer tailored solutions for maximum tax savings, they represent an intriguing investment opportunity for venture capitalists seeking potential in the financial services sector.

Taxonomy: qualified pension plans, small business market, plan review, tax deductions, 412e defined benefit plans, tax law changes, IRS testing requirements, fully funded plans, market volatility, plan administration fees, IRA Rollover, 401k Rollover, retirement funds, CPA CPE workshops, tax savings

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Pension Pros Alternatives & Competitors

Pension Pros vs
Dedicated Defined Benefit Services
Dedicated Defined Benefit Services United States

If you are a financial advisor who is interested in tax-advantaged options that help your high-incom...

20 employees
Financial Services, Legal Tech
Pension Pros vs
Retirement Administration, Inc.
Retirement Administration, Inc. United States

Located in Los Altos CA, Retirement Administration, Inc. (RAI) is a boutique Third Party Administrat...

19 employees
Financial Services

FAQ About Pension Pros

Pension Pros specializes in qualified pension plans for the small business market. The company offers a FREE plan review to small business owners to help them determine if they may be eligible to make larger contributions to their plan and take larger tax deductions. When working with companies who...
Pension Pros was founded in 2012.
Pension Pros operates in the following industries: Finance, Financial Services.
Pension Pros has approximately 2 employees.
Top alternatives and competitors to Pension Pros include Dedicated Defined Benefit Services, Retirement Administration, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Pension Pros and Dedicated Defined Benefit Services are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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