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Pension Maxima Investment Advisory Test
Pension Maxima Investment Advisory Test
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    • Home
    • About
    • Start-up Credits
    • Services
    • Wellness Program
    • Medicare
    • Contact
    • Media
  • Home
  • About
  • Start-up Credits
  • Services
  • Wellness Program
  • Medicare
  • Contact
  • Media

When was your last Plan review?

When was your last Plan review?When was your last Plan review?When was your last Plan review?

Are you aware of hidden fees?

Do you have ANY red flags?  Don't get audited.  

Schedule your FREE plan review today.

Get a Free Plan Review
Schedule an Appointment

When was your last Plan review?

When was your last Plan review?When was your last Plan review?When was your last Plan review?

Are you aware of hidden fees?

Do you have ANY red flags?  Don't get audited.  

Schedule your FREE plan review today.

Get a Free Plan Review
Schedule an Appointment

Awards

Marquis Who's Who

Top Business Owners & Entrepreneurs

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Most Supportive

Most Supportive Retirement Structure Platform - New York

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Our Clients

Latest Podcasts

401(k) Plan Score & Red Flags

Interview with Yon Perullo, CEO of RiXtrema

Plan Fiduciary

Interview with Ary Rosenbaum, 401(k) ERISA Attorney

401(k) Plan Fees - Pension Maxima

401(k) Plan Investments - Pension Maxima

Navigating Secure Act 2.0 - Marc Fowler, Human Interest

Cash Balance Plan - Ricky Atamian, October Three

Financial Wellness with Andi Wrenn

Credits and Debits - Tax Filing Strategies with Atilio Calderon, ATAX, Bellmore

Pension Consulting Services

Maximize Plan Design

  1. Innovative design features (Cash Balance, New Comparability, 401H) 
  2. Roth 401(k) 
  3. Auto-enroll, Auto-sweep, Auto-escalate 
  4. Student Loan Repayment Program  

Customized Education Solution

  1. One on One Consultation
  2. Retirement Income Gap Analysis
  3. General Financial Wellness Training
  4. Timely Educational Webinars

Plan Evaluation & RFP Process

  1. Fees have dropped by 30% in past years. 
  2. Have you conducted a peer-to-peer study on your plan recently? 
  3. How does your plan stack up in terms of pricing and service features?

Investment Due Diligence

Fiduciary Process & Plan Health

  1. Investment Platform Design (Low Fee Alternatives, ESG)
  2. Investment Policy Statement
  3. Upside and Downside Capture
  4. Hypothetical Models

Fiduciary Process & Plan Health

Fiduciary Process & Plan Health

Fiduciary Process & Plan Health

  1. Structured process to monitor and document your fiduciary responsibilities.
  2. We will advise you on regulatory changes, program enhancements and investment due diligence to ensure your long term Plan Health.

Pension Maxima Intro Video

Financial Wellness Videos

Financial Budgeting

Retirement Income Planning

Financial Budgeting

Saving & Investing

Retirement Income Planning

Financial Budgeting

Retirement Income Planning

Retirement Income Planning

Retirement Income Planning

Financial Wellness Books

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Testimonials

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Contact Me

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Pension Maxima Investment Advisory

Address: 41 Juniper Hill Road, White Plains, NY 10607

Email: info@pensionmaxima.com Telephone: (914) 574-5023

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

Pension Maxima Investment Advisory

9145745023

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