The professionals at Pension Planning $olutions work with clients as a fee-only, independent, unbiased, conflict-free retirement plan and investment consulting firm with an emphasis on providing fiduciary guidance to Retirement Plan Committees. Our services Include: 

• We help to protect our clients in ERISA matters.
• We review current service provider agreements and contracts.
• We evaluate the breadth of investments and their related expenses.
• We formalize and implement an Investment Policy Statement.
• We monitor the retirement plan’s investments monthly and provide quarterly investment fiduciary reports to the Retirement Plan Committee.
• We act as the named investment fiduciary under ERISA § (3)(21)(A) or the investment manager under ERISA § (3)(38). We provide individual participant investment advice.
• ​We are the “prudent expert.”