Starting a new Retirement Plan? Free credits from IRS. Let us help!

Pension Maxima Investment Advisory Test
Pension Maxima Investment Advisory Test
  • Home
  • New Plan Set-up
  • About
  • Services
  • Financial Wellness
  • Medicare
  • Media
  • Contact
  • More
    • Home
    • New Plan Set-up
    • About
    • Services
    • Financial Wellness
    • Medicare
    • Media
    • Contact
  • Home
  • New Plan Set-up
  • About
  • Services
  • Financial Wellness
  • Medicare
  • Media
  • Contact

Are you a 401(k) Fiduciary?

Are you a 401(k) Fiduciary? Are you a 401(k) Fiduciary? Are you a 401(k) Fiduciary?

Have you gotten a Fee Reduction lately?

Are you aware of low fee investment  alternatives?

Do you have any red flags on 5500?

Get a Free Plan Checkup
Schedule an Appointment

Are you a 401(k) Fiduciary?

Are you a 401(k) Fiduciary? Are you a 401(k) Fiduciary? Are you a 401(k) Fiduciary?

Have you gotten a Fee Reduction lately?

Are you aware of low fee investment  alternatives?

Do you have any red flags on 5500?

Get a Free Plan Checkup
Schedule an Appointment

Pension Consulting Services

Plan Evaluation & RFP Process

Plan Evaluation & RFP Process

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?

Plan Design Features

Plan Evaluation & RFP Process

Plan Evaluation & RFP Process

  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  

Investment Due Diligence

Plan Evaluation & RFP Process

Customized Education Solution

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

Customized Education Solution

Fiduciary Process and Long Term Plan Heath

Customized Education Solution

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

Fiduciary Process and Long Term Plan Heath

Fiduciary Process and Long Term Plan Heath

Fiduciary Process and Long Term Plan Heath

  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.

Other Business Consulting Service

Business Evaluation

Growth Value Acceleration/Value Gap

Growth Value Acceleration/Value Gap

What is your business worth?

Free Estimate

Growth Value Acceleration/Value Gap

Growth Value Acceleration/Value Gap

Growth Value Acceleration/Value Gap

Whare the Value Gap Drivers?

Free Business Scan

Exit Planning

Growth Value Acceleration/Value Gap

Exit Planning

Essentials on Exit Planning

Free Consutlation

Business Evaluation/Growth Value/Exit Planning (click here)

Business Evaluation/Growth Value/Exit Planning (click here)

Business Evaluation/Growth Value/Exit Planning (click here)

Business Evaluation/Growth Value/Exit Planning (click here)

Business Evaluation/Growth Value/Exit Planning (click here)

Business Evaluation/Growth Value/Exit Planning (click here)

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

Learn more
Learn more
Learn more
Learn more

Testimonials

Awards

Marquis Who's Who

Marquis Who's Who

Marquis Who's Who

Top Business Owners & Entrepreneurs

Learn more

Most Supportive

Marquis Who's Who

Marquis Who's Who

Most Supportive Retirement Structure Platform - New York

Learn more

Social

Subscribe to our Newsletter/Webinars

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

Copyright © 2022 Pension Maxima Investment Advisory Test - All Rights Reserved.

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept