The Pension Specialists, Ltd. Website.
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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 - 2017 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
Toll Free: 800-963-5501