Born in 1999 as a merger of two well established third party pension
firms, Pension Works is Vermont’s oldest and largest employee owned
third party administration firm. We sell no products, insuring an
unbiased, independent approach to your plan. Our clients range
from the multinational corporation to small family owned businesses.
Innovation
If there is a better way, our employee owners will find it! We
have embraced the web revolution and introduced a “paperless office
portal”. Designed to provide rapid response to servicing, this
tool provides instant access to plan documents, census, annual reports,
government filings, distribution processing, client survey and
feedback, ancillary industry information and current event “hot
items”.
Expertise
The core of Pension Works is our employees. These company owners
are creative and expert. Each client is served by a team of
individuals, dedicated to that plan sponsor’s needs. The team is
headed by an experienced consultant, individually responsible for all
aspects of that plan’s operation. No work leaves the office
without a quality control group performing peer review.
Employees are nurtured through in-house training and mentoring
programs. Continuing education through industry sponsored
programs round out our efforts to continually upgrade knowledge and
process.
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