About Us
Who we are
Planning, Building, & Protecting for Over 40 Years
- Consultants
- Plan Administrators
- Actuaries
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.
More than $2.6 billion saved in assets.
One of the nation’s oldest plan administrators.
Over 3,800 plans around the country
More than 53,000 participants.
Founded in 1982
A Qualified Plan is a Valuable Asset
Our Administration Services
- Individual participant statements
- Form 5500 and other governmental filings
- Trust reconciliations
- Eligibility Determination
- Coordination with auditors and other professionals
- Comprehensive report on all plan operations and compliance requirements
Our Team
Tim Messett
Founder
Tim Messett began Pension Investors Corporation of Orlando, Inc., in 1982 and has more than 42 years of experience working with business owners in the design and implementation of qualified plans; including 401(k), Defined Benefit, Cross-tested Profit Sharing Plans and ESOPS. He also provides clients with a variety of employee incentive programs designed to attract and retain key employees.
After attending Ohio State University, Tim served as a Warrant Officer in the US Army’s 162nd AHC where he flew Combat Assault helicopters during his tour in Vietnam. Upon his return to the states, he served as a helicopter flight instructor at Ft. Rucker for the remainder of his tour of duty. Early in his business career, Tim served as Executive Vice President for a life insurance company headquartered in the Midwest, and was responsible for establishing their sales operation in the State of Florida.
Tim is the past President and co-founder of the Employee Benefits Council of Central Florida; a member of the Central Florida Estate Planning Council (CFEPC); Forum 400; a lifetime qualifying member of MDRT; and co-founder and Board Member of the National Partners Group, Inc., an insurance producer group. He holds NASD Series 7 license, as well as Life, Health, Variable Annuity and Real Estate licenses, and is a Registered Investment Advisor.
Jason Grant
Managing Director
Jason has been with Pension Investors Corporation since January 2023 and has obtained several credentials over nearly 20 years in the industry, including ERPA, QKA, and QPA from ASPPA (American Society of Pension Professionals & Actuaries).
He is well versed in 401k, Profit Sharing, and Cash Balance Plans, and has been a great addition to the team. Jason’s role is primarily in New Business/Sales, where he can custom design a retirement plan for your business.
Jason earned a bachelor’s degree from Barry University in Accounting, so he has a love for numbers. He resides in Palm City, FL with his wife Jessica, and their two children, Austin and Dylan. He enjoys traveling with his family and coaching their sports teams. When he has free time he enjoys golf, fishing, and watching football.
Tim Caldwell
Vice President Orlando
Tim understands how to work with business owners to structure buy/sell
business arrangements with the proper legal counsel, along with their personal
estate planning, business succession planning and asset protection planning.
Tim joined Pension Investors Corporation of Orlando, Inc. in 1994. In addition
to traditional employee benefit programs, he expanded the level of service to his
clients in the area of combo plans, cross-tested and dual tested defined benefit
plans.
Tim a past president and a current board member of the Central Florida
chapter of the American Society of Pension Professional and Actuaries (ASPPA).
Founded in 1970, Pension Investors Corporation of Orlando, Inc., specializes in
the creation and servicing of employee pension programs currently servicing
approximately 400 clients.
Kevin E. Glueck
Vice President Hollywood
Kevin graduated from the University of Iowa in 1979 with a degree in Mathematics & Statistics and is member of the American Society of Pension Professionals & Actuaries (ASPPA).
Kevin joined Pension Investors Corp. in March 1981. He has over 43 years’ experience in the Qualified Retirement Plan field, primarily focusing on Defined Benefit and Cash Balance plan administration.
Consultation, Actuarial, & Other Services We Offer
- Benefit calculations and processing employees; termination and retirements
- Analysis and recommendation on tax options and implications of plan distributions
- Plan terminations, including calculation of benefits, allocation of assets, and government filings to secure approvals
- Assistance with IRS, DOL, and PBGC audits and pre-audit compliance programs
- Employee communication material for 401(k) and other plans
- Plan review in light of legislative and regulatory changes
