
The Pension Specialists, Inc. is an independent third party administrator for benefit and retirement plans. Our mission is to meet our client's objectives by providing excellent service.
Formed in 1987, we have grown to service over 1,000 employer retirement plans, with service covering over 30,000 plan participants and over $500 million of retirement plan assets. We consult with clients to design and implement effective plans maximizing benefits. Our philosophy is to serve our clients with excellence and maintain open channels of communication. Our in-house staff performs all plan administration.
Our growth is fueled by referrals received from CPA's, Attorney's, Banks, Insurance and Investment Brokers seeking third party administration for their clients. We also receive many referrals from our clients.
The Pension Specialists, Inc. provide services to many well known companies, which include, Broker Dealers, Investment Firms, CPA Firms, Law Firms, Medical Groups, Hospitals, Engineers and Retail Businesses.
"The current changes to the pension law require deliberate action."
- Plan Administration — Many changes in the tax law impact existing plans and design of new plans. Is your plan ready?
- Investment Options — We offer a broad range of investment opportunities ranging from hands-on to hands-off management. Are you offering or utilizing the best investments options available?
- Fiduciary Liability — For plans that enable participants to direct their own investment we help protect you from fiduciary liability. Are you exposed?
Administration Services
- Documentation & Submission
- Participation Record keeping
- Compliance Testing
- Discrimination Testing
- Financial Statement Preparation
- Actuarial Valuations
- Government Filings
- Termination Services
- Human Resource Administration
- Payroll Administration
Plan Types
- SIMPLE Trusteed 401(k) Plans
- Safe Harbor 401(k) Plans
- Full Service 401(k) Plans
- Profit Sharing Plans
- Money Purchase Pension Plans
- Target Benefit Pension Plans
- Group 403(b) TSAs
- Employee Stock Ownership Plans
- Defined Benefit Pension Plans (Traditional, 412i, Cash Balance)
- Section 125 Plans
Communication Services
- Group Orientation Meetings
- One-on One Enrollments
- DOL 404(c) Compliance
- Employee Booklets
Consulting Services
- Design Consultation
- Feasibility Study
- Employee Survey
- Document Design
- Communication & Enrollment
- Human Resources
Allocation Types
Pro-rata
- Uniform Point Allocation
- Permitted Disparity
- New Comparability (IRC 401(a)4)
- (Cross Tested Benefit Based
Discrimination Testing)
Document Types
Mass Submitter Prototypes
- Standardized
- Non-Standardized
- Volume Submitter Prototypes
- Individually Designed
Administration Types
Balance Forward with:*
- Any Single Fund Family
- Ten Fund Limit
- Pooled Accounts
- Quarterly Exchanges
- Quarterly Benefit Statements
Daily Valuation with:*
- Multiple Fund Families
- Fifty Fund Limit
- Omnibus Accounts
- Daily Exchanges
- Quarterly Benefit Statement
- 1-800 Account Access
- Print Internet Account Information on Demand
Contact us for a complimentary consultation (972) 385-0007 or (800) 999-8931.
Glazer Financial Network is located at
13747 Montfort Drive, Suite 350
Dallas, TX 75240