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We Specialize In Designing, Installing And Administering Qualified Pension Plans

Since the early 1950s, we have helped small businesses in New York, New Jersey, and Connecticut to navigate defined benefit and defined contribution plans. We take retirement planning seriously and are trusted pension planners and advisors to our clients.

retirement change plan growth concept - Pension Plan Management Firm

Pension Planning Services

We provide first-class expertise developed over more than 60 years. We seek out the best possible pension plan for you and your employees and act as the trusted custodians of that plan. We offer loyalty, dependability, and a dedication to personal service rarely found in today’s business world.

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