Mission Statement:
Pension Works intends to provide the
highest level of comprehensive personal services, meticulous attention
to detail and timely dedication to the long-term needs of our client
sponsors and their plan participants.
Our Team:
The
two principals of Pension Works have more than forty five years of
combined pension experience working with plan sponsors of all sizes.
Each of our seven administrative consultants is a true pension veteran,
with between 5 and 19 years of plan retirement plan know-how. Our
administrative technicians provide expert data handling, trust
accounting, plan distribution and contribution processing support. Each
employee is an owner of Pension Works, bringing the client care and
allegiance that only an equity stake in our services can produce. In an
industry fraught with high turnover, Pension Works has maintained a
dedicated, long term staff.
Our Service:
PWI has
embraced the advent of technology with the purpose of passing
processing efficiencies and cost savings directly to our clients. Our
model has developed into a streamlined system which optimizes time and
energy, bringing the information you need to your fingertips, at the
pace you demand. Through our web site, you have already seen a small
portion of our system at work! Our web based Pension Work Center allows
us to securely receive and deliver all the information needed to
provide your plan with timely accurate service.
Our Work:
We
are a total administrative resource for your qualified plan. Despite a
changeable legislative environment, tax qualified retirement plans
remain the dynamic and powerful tool for employers of all sizes to
maximize the advantages of tax deferred contributions and income. It
has become a truism that the Internal Revenue Code is a formidable
creature; and that grappling with it requires high order technical
skills. That is our work. We provide a total framework and a detailed
blue print to construct and run your plan from A to Z. This includes a
comprehensive design process where we structure a plan to maximize the
tax and compensation delivery advantages for your company. We provide
all the documents and expertise needed to install your plan or to
resurrect an existing plan. We supply day-to-day administrative support
answering questions and solving problems. We perform the compliance
testing at the end of the plan year to ensure that your plan remains
within regulated tolerances. We prepare and file the annual government
forms required under the law. We work with other service providers to
ensure that your retirement program operates in concert with other
employee benefits. When you and your staff are in the trenches and
require support, you need the comfort and assurance that your
consultants are at your side, armed with the skill and resources to get
the job done right. Rest assured that you have found the right allies…
Welcome to Pension Works, Inc. Let’s get busy!
|