While some investment institutions can set up a retirement plan for you, they are mainly in the business of investing your money. Only an independent third-party administrator can prepare the kinds of specialized plans that are designed to maximize the owner's contribution and tax savings. Also, when your retirement plan is set up through an independent TPA, you can easily change where you invest your retirement savings at any time.
Richard Bennett is a specialist in small business retirement plans with over 25 years experience. He works with each of his clients personally, getting to know them and their business, to design a retirement plan to meet their long-term investment goals.
Richard Bennett is a specialist in small business retirement plans with over 25 years experience. He works with each of his clients personally, getting to know them and their business, to design a retirement plan to meet their long-term investment goals.
Services
Established in 1994, Bennett Pension Services, Inc. is a total service retirement consulting and administration firm headquartered in Livermore, CA serving the entire San Francisco Bay Area and Northern California. We can do it all, from the early phases of design and installation to the ongoing process of administration and consulting.
Rich joined the Livermore Rotary Club in March of 1995. During his first quarter in Rotary he won $400 for his club in a chili cook-off, received the Rotarian of the Quarter award, and became a Paul Harris Fellow.
During his first year in Rotary, he started the first Youthact club in the district (students ages 11-14), received Rotarian of the Year, and began attending the annual Rotary International Convention, which he has continued to do every year since.He continued as an active Rotarian both locally and internationally, serving as District Chair for YouthAct, International Service Director for the Livermore club, and Administrator for Camp RYLA.
During his first year in Rotary, he started the first Youthact club in the district (students ages 11-14), received Rotarian of the Year, and began attending the annual Rotary International Convention, which he has continued to do every year since.He continued as an active Rotarian both locally and internationally, serving as District Chair for YouthAct, International Service Director for the Livermore club, and Administrator for Camp RYLA.
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