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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! IRS Limits - Annual Limits and Annual Cost of Living Adjustments

TPS UPDATE: IRS Releases Final Roth 401(k) Regulations

HOT TOPIC: Roth 401(k)

Need to buy a Fidelity Bond for Qualifying Plan Assets?
(Click Here!)

Financial Calculators to assist your retirement planning.
(Click Here!)

 

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