Pension Work Center

An online suite of innovative plan management and administration tools

Our Alliances

Pension Works has aligned its service structure to work in tandem with the retirement plan industries finest investment driven recordkeeping systems. We have fashioned relationships with the following experienced record keepers who offer a pre-selected universe of investment funds:

  • American Funds
  • ASPire Financial
  • Cuna Mutual
  • Fidelity
  • First Mercantile
  • Great American Trust
  • Great Plains Trust
  • John Hancock
  • Lincoln Financial
  • Mutual of Omaha
  • Mass Mutual
  • Merrill Lynch
  • Nationwide
  • Newport Group
  • Oppenheimer
  • Peoples United Bank
  • Principal
  • Prudential
  • Retirement Alliance
  • The Standard
  • Transamerica
  • Unified Trust
  • Vanguard

For plan sponsors requiring investment fund selection flexibility, we have forged a number of alliances with “open architecture” record keepers, allowing for any sort of defined contribution plan (profit sharing, money purchase, 401(k), 403(b) and 457) to be linked with any grouping of mutual funds, company stock and brokerage accounts.