Retire wealthier sooner
We specialize in custom designed retirement strategies that protect and build client wealth while reducing taxes.
IRA Financial & Pension Investors will donate up to $25,000 to fight hunger caused by COVID-19
A portion of each Self-Directed IRA & pension plan sold during 2020 will be donated to organizations fighting hunger across America.
Our Retirement Products
The 401(k) Plan
We design and implement numerous types of 401(k) plans, including:
- Profit sharing
- 401(k) employee savings
- Solo 401(k)
- Safe Harbor 401(k)
The Defined Benefit Plan
We design and implement numerous types of Defined Benefit plans, including:
- Traditional defined benefit
- Cash balance
- Combo 401(k) defined benefit
- Combo 401(k) cash balance
Founded in 1970
Helped clients save over $2.6 billion in assets
Why Pension Investors?
Pension Investors is one of the nation’s oldest and most respected pension plan administrators. We’re committed to providing the full spectrum of retirement planning services and staying cost effective and flexible.
We’ve helped thousands of clients generate retirement wealth.
Create Tax Deductions
Generate Tax-Sheltered Growth