Company Profile

EZ Pension Services’ pension consultants and actuaries have been in the business for over 25 years. We have assembled a team of pension experts who utilize sophisticated strategies and state-of-the-art technology to help our clients navigate the complex pension laws and regulations in order to achieve their retirement goals and objectives. 

Our customized solutions encompass all types of qualified retirement plans and provide a full spectrum of support to keep the plans up-to-date and compliant. Our comprehensive services include strategic design, actuarial services, legal analysis, administration and participant communications.

Our services are provided through an integrated team of highly trained professionals who are specialists in their respective fields. Our account administrators provide personalized service and are organized into teams to ensure high quality and consistent support. Our consultants and plan administrators research new federal legislations, interpretations and regulations on an ongoing basis. This ensures that our clients are kept fully informed about any current issues that might affect their plans. We continually strive to seek innovative ideas to empower our clients to achieve their goals and to help them understand the implications of their decisions.

Our staff members include ERISA experts with the following designations: 

· Fellow of the Society of Actuaries (FSA)

· Associate of the Society of Actuaries (ASA)

· Member of the American Academy of Actuaries (MAAA)

· Member of the ASPPA (MSPA)

· Enrolled Actuary (EA)

· ASPPA Certified Administrators, Certified Pension Consultants (CPC)

· Chartered Financial Consultants (ChFC)

· Chartered Life Underwriters (CLU)