Pension Investors Corporation, providing administrative services for employee benefits. Find us under Pension,401(K),401k,retirement services,retirement plan,pension administrators,qualified plans,pension administration,actuarial services,investments,profit sharing,employee benefits,simple plans,SEP,ESOP,Employee Stock Ownership Plan,defined benefit,money purchase,target benefit,cross-tested,insurance,TPA,stock options,Florida,Defined Benefit,DB Plan,south florida,Florida


Welcome to Pension Investors Corporation,

a company that has been "Creating and Servicing Employee Benefit Programs" for over 40 years! Please enjoy our website and we look forward to hearing from you.

Since 1970, Pension Investors has been synonymous with Qualified Retirement Plans in the South Florida area. "Broward, Palm Beach & Miami-Dade". We also service the rest of Florida and the entire United States.

We are here to let you know your alternatives when considering a Tax Qualified Retirement Plan. For the Business and its Key Employees, our intention is to provide food-for-thought when contemplating a Qualified Plan. For the CPA and Financial Advisor our objective is to let you know that additional tools are available to you in advising your client.

"Redesigned, prepackaged or standardized plans are essentially off-the-rack solutions for a problem you might not even have."

"Standardized plans already come with decisions made for you."

"At Pension Investors Corporation we believe there is a trade off between plan simplicity and plan suitability.We believe Suitability is paramount."

"What alternative do you have?"

All Types of Plans for Every Type of Business
Pension Investors Corporation services every category of business entity - S Corporations, C Corporations, Professional Corporations, Limited Liability Corporations, Partnerships, Sole Proprietorships, Not-For-Profits, Municipalities, Unions - with all types and formats of plans. We have also developed plan variations of our own, in response to identified market needs. Here is a sampler of some of the more popular types of plans:

Qualified Retirement Plans


  • Defined Benefit Plans - "DB Plan"
    • Traditional Defined Benefit Plan
    • Cash Balance Plan
  • Defined Contribution Plans
    • Traditional and Non-Traditional Profit Sharing Plans
      • Cross-tested
      • Integrated
    • Stock Bonus Plan
    • Employee Stock Ownership Plan (ESOP)
    • Cash or Deferred Section 401(k) Plan - "401k Plan"
    • Money Purchase Pension Plan
    • Target Benefit Pension Plan
  • DB/DC Combination Plans
  • Fully Insured Defined Benefit Pension Plan (Insured through an Insurance Company Fixed Rated Account)


Non-Qualified Retirement Plans

  • Non-qualified retirement plans of every category and type.


Pension Investors' Innovations

  • Insured Retirement Guarantee Plan (Insured through an Insurance Company Fixed Rate Account)
  • Retirement payments for selected employees together with tax benefits for the business and the employee.
  • Small Employer/Employee Stock Ownership Plan (SE/ESOP). Similar to an ESOP, but contoured to the benefit requirements and budget of the smaller Florida business.


We would welcome the opportunity to meet with you. Let us show you how our experience can help you address your retirement goals. Contact us.

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