Practical Pension & Financial Services, Inc. provides high quality administrative, compliance and consulting services to sponsors of qualified retirement plans. Our goal is to provide our clients with practical, smart and timely advice. We continually review legislative, regulatory and compliance issues that effect sponsors of Qualified Retirement Plans.
Our services may involve a review of the plan's custodian and investments, how information is being gathered and or reported to the various parties and how the plan may reduce overall costs to the participant or plan sponsor. Practical Pension then determines how the employer can best meet these responsibilities, in the most efficient way possible.
Our services may involve a review of the plan's custodian and investments, how information is being gathered and or reported to the various parties and how the plan may reduce overall costs to the participant or plan sponsor. Practical Pension then determines how the employer can best meet these responsibilities, in the most efficient way possible.
Services
Each retirement plan we service is designed to meet the immediate needs of the specific client; considering the type of business it is, demographics of its workforce, number of employees, etc. Over time, each our clients will have experienced some type of change, be it growth in business, the local or national economic environment, technology changes - all of which will require updating its retirement plan.
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