Welcome to The Pension Pro. We developed the website to educate small business owners and professionals on the benefits of using Qualified Retirement Plans. Please use this website as a resource for valuable information, to stay current on retirement plan topics, to search for answers, or simply ask questions.

Pension Pro

From The Blog

  • Summer 2017 Newsletter

    Happy Summer! We are pleased to offer you the summer edition of our newsletter. In it you will find information on: Should You Consider a Safe Harbor 401(k)? Documenting Hardship Distributions Using EPCRS To Fix Plan Errors RECENT DEVELOPMENTS in […]

    Read more
  • Spring 2016 Newsletter

    Please find the Spring 2016 edition of our newsletter below. In it, you will find the following topics:  Post-severance Compensation Revisited— Post-severance compensation may, or may not, be eligible for qualified plan contribution purposes. This article clears up the mystery […]

    Read more
  • Spring 2015 Newsletter

    Newsletter Summary: How ownership percentage has a dramatic impact on whether or not a client needs to take a required minimum distribution (RMD.) Excess deferrals—when they happen and what to do. The lifetime income stream dilemma and some possible solutions. […]

    Read more
  • 2014 End of Year Newsletter

    Our 2014 End of Year Newsletter….  ·         Locating missing participants in terminated plans ·         The QLAC ·         RMD’s  Click here to download.

    Read more