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Please note: Due to recent storms, our phone system is not fully functional. We have no access to voicemail and only our direct dial numbers are working.  We apologize for any inconvenience and are currently working to get a new system in place.

The Pension Specialists, Ltd.


The Pension Specialists, Ltd. is an independent retirement plan third party administrator. Our goal is to provide clients with the best retirement plan tax consulting and compliance solutions available anywhere. 

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Our Mission


Our mission is to create a highly effective employee benefit plan for any type of business. We seek to uphold our reputation for providing superior advice and superior service to our clients, no matter how big or small. 



The Pension Specialists, Ltd. provides services to many well known companies, which include, Broker Dealers, Investment Firms, CPA Firms, Law Firms, Medical Groups, Hospitals, Engineers, Manufacturers and Retail Businesses.

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