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Our Advice

Providing superior advice is an ongoing commitment The Pension Specialists, Ltd. looks to provide and ultimately keep up with its clients on a daily basis. Whether that advice is shared through client meetings, customer mailings, broadcast emails, or through our educational seminars, the vehicles we choose to convey such advice is always aimed at timeliness and appropriateness for those it affects:

Hot Topics
(What's New From TPS)

TPS Newsflashes
(email broadcasts)

2008 Annual Limits and Annual Cost of Living Adjustments
2008 COLA

Roth Contributions to
401(k) and 403(b) Plans
PowerPoint Presentation brought to you by Nationwide Financial®

Latest Broadcast:
FREE SEMINAR: How Plan Fiduciaries Can Limit Their Liability
(BE06-0063)


Archived Broadcasts:
TPSnewsflashes by Date

Newsletters Service Alerts
Fall 2007
Fall 2006
Summer 2006
Spring 2006
Winter 2005/2006
Fall 2005
Summer 2005
Spring 2005
Winter 2005
Fall 2004
Summer 2004
Spring 2004
Fall 2003
Spring 2003
Winter 2002
Fall 2001
Spring 2001

For Investment Professionals:
Investment Policy Statements. (Jan. 2006)

For Plan Sponsors:
• Fiduciary Investment Liability (Dec. 2005)


Archived Service Alerts:
(Under Construction)

Educational Seminars  
Topic: "Fiduciary Practices Seminar: How Plan Fiduciaries Can Limit Their Liability"
Dates: TBD
Attendees: Plan Sponsors, Board of Directors, Trustees, Plan Committee Members, Investment Advisors rendering fiduciary investment advice
 

The Pension Specialists, Ltd.
3923 E. State Street (map)
Rockford, IL 61108
Phone: 815-394-5500
Toll Free: 800-963-5501
Fax: 815-399-9324
Email: info@pensioninsider.com