Pension Review Services was founded in 1979 with a goal to seek long-term partnerships with pension plan sponsors by designing, installing and maintaining qualified plans that meet client objectives.
Sign up for our free, quarterly Plan Fiduciary Newsletter.
Plan Sponsor Services
Plan design & maintenance.
Discussion and negotiation with current provider.
Prepare and maintain an investment policy.
Annual monitoring of fund investment performance.
Determination of eligibility, vested service and specific distribution status.
Beneficiary verification at time of the participant's loan or any other distribution.
Audit and submission of all participant contribution and loan repayments.
Financial audit of all transactions.
A professional Pension Consultant available during every business day.
Coordination with outside auditors for plans with 100+ participants.
Participant Services
On-site entry date participant enrollment, informational and educational meetings.
Distribution and consulting for participants who separate service.
Explanations of the plan and the I.R.S. provisions to participants.
A professional Pension Consultant available during every business day.