Support
EZ Pension Services partners with accountants, attorneys, financial advisors, brokers, and insurance agents in serving the needs of the business owners and corporate clients.
There are many reasons for choosing EZ Pension Services:
Design Integrity and Investment Flexibility
EZ Pension Services is an independent pension administration firm that is not affiliated with any insurance company, investment brokerage house, accounting or legal firms. We charge on a pre-arranged fee-for-service basis. This compensation arrangement enables us to provide our client with independent and objective consulting advice with regard to the range of potential alternatives. We focus only on providing solutions to our clients’ plan design and administration – we do not provide recommendations or advice on plan assets investments. Our clients maintain complete flexibility to select any investments advisors and vendors, and to adjust these investment decisions at any time.
Exceptional Consultation and Administration Services
EZ Pension services provide our clients with expertise in designing plan or combination of plans that best suit the needs of the client. We provide up-to-date information on pending legislations and regulations. We use state-of-the art technology to provide the best quality service to our clients.
Easy Web access to Individual Account
Using a secure client log in, our clients have access to personalized client reports, essential forms, and informative articles and other materials regarding the latest regulatory developments and issues in plan design. Our clients and their advisors can also access their investment accounts. Participants can perform transactions and direct the investment of their account. Our platform allows financial advisors to invest their client’s plan assets with providers like Fidelity, Charles Schwab, John Hancock, American Funds, and many others. We also provide quarterly and annual reporting for the plan sponsor and statements for the participants. Using our advanced technology, we can provide the participants with daily valuation and the ability to web access their accounts any time of the day.
