John Merwin Email & Phone Number

The Pension Specialists, Ltd. is an independent retirement plan third party administrator. Our goal is to provide clients a highly satisfying initial service experience and to provide an ever-improving service experience into the future.Formed in 1987, we have grown to service over 900 employer retirement plans, with services covering over 30,000 plan participants with over $500 million of retirement plan assets. We consult with clients to implement plans and proactively service our clients to maintain interactive communication, maximize benefits and solve problems. Our in-house staff performs all plan administration.Our growth has resulted from referrals received from CPA's, Attorneys, Banks, Insurance and Investment Brokers seeking third party administration for their clients. We also receive many referrals from clients.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.Specialties: Provide expertise in retirement plan design and plan operation.Work with companies and business owners to structure the optimal retirement plan to best meet goals of the company, owners and employees.Over 20 years of experience with a focus on plan design and set-up.

Listed skills include Employee Benefits, 401K, Insurance, Defined Contribution, and 17 others.