Specialists in Qualified Plan Administration

Our team has over 100 years of combined experience in retirement plan design and administration. We're here to help you through every step of the process: from initial consultation to annual testing and 5500 reporting.
About us

Who we are

Pension Performance, Inc. has provided full-service, employer-sponsored retirement plan administration and consulting since 1997. We assist small to mid-size employers in the design, implementation and administration of a wide range of defined contribution plans.

We are deeply committed to providing our clients with value-added service and technically competent individuals who are the best in their fields. Our goal is not just to meet the expectations of our clients, but to go beyond them.

Our highly trained staff will help take the confusion out of your plan administration. We provide a professional staff administrator assigned specifically to your plan to guide your through any issues that may arise throughout the plan year.

Our Services

Tailored to your needs

Pension Planning, Design, and Consultation

We provide pension design, consultation, and complete management of all phases of your retirement plan. Our team is committed to working with you to develop a retirement program that meets your unique needs.

New Plan Installation or Existing Plan Takeovers

Let us take care of all the administrative details for you! With our help, you can be confident that your participant distributions are correct, contributions are made on time, and everything is in compliance with law.

Full Service Plan Administration Services

We offer the best through our professional service. You will have a dedicated team member to help with timely distributions, compliance testing and helping your plan stay compliant with retirement plan regulations.

Reconciliation Services

As a second check, we thoroughly review all trust accounts to ensure that contributions are made correctly. The accurate allocation of contributions is a compliance issue and therefore, we reconcile each participant account individually.

Experts in providing retirement plan administrative services to financial advisors, accountants and plan sponsors

Traditional 401(k) Plans

A 401(k) plan is a company-sponsored retirement account that employees can contribute income, while employers may match contributions or make discretionary profit sharing contributions.

Profit Sharing Plans

A company-sponsored retirement plan that provides for company profit sharing contributions.

Safe Harbor 401(k) Plans

A specialized 401(k) plan where the plan sponsor commits to making a safe harbor match or safe harbor non-elective contribution that is 100% vested.

Class Allocation or Age Weighted Profit Sharing or 401(k) Plans

An employer retirement plan that provides profit sharing based on a participant's age, years of service or class of employee. These plans may or may not have a 401(k) provision and/or safe harbor contributions.

Pension Performance

Do you want to give your employees retirement benefits?

Have any questions?

We're here to help. Send us an email or call us at 815-733-6226. Please feel free to contact our experts.

Contact Us