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The Pension Specialists LTD
Downloadable retirement plan documents and administrative forms for “Plan Sponsors”, “Plan Participants”
| Address | 3923 E State St Rockford, IL 61108-2003 |
| Phone | (815) 394-5500 |
| Website | www.pensioninsider.com |
Our Company & Mission
Service Information Request
The Pension Specialists, Ltd. Website.
(Click and add pensioninsider.com to your favorites.)
The purpose of this website is to provide the highest level of customer service to “YOU”, our valued customer. The site contains:
Information about our company, our services and our mission.
Downloadable retirement plan documents and administrative forms for “Plan Sponsors”, “Plan Participants” and “Brokers”
Information on educational compliance programs including class descriptions, dates, times and costs.
Links to 401(k) vendors
“Contact Options” for additional customer service
"NEW! IRS Limits - 2010 Cost of Living Adjustments"
TPS UPDATE: IRS Releases Final Roth 401(k) Regulations
HOT TOPIC: Roth 401(k)
Need to buy a Fidelity Bond for Qualifying Plan Assets?
Financial Calculators to assist your retirement planning.
The Pension Specialists, Ltd.
10501 North 2nd Street (map)
Machesney Park, IL 61115
Phone: 815-394-5500
Toll Free: 800-963-5501
Fax: 815-399-9324
Email: info@pensioninsider.com
Service Information Request
The Pension Specialists, Ltd. Website.
(Click and add pensioninsider.com to your favorites.)
The purpose of this website is to provide the highest level of customer service to “YOU”, our valued customer. The site contains:
Information about our company, our services and our mission.
Downloadable retirement plan documents and administrative forms for “Plan Sponsors”, “Plan Participants” and “Brokers”
Information on educational compliance programs including class descriptions, dates, times and costs.
Links to 401(k) vendors
“Contact Options” for additional customer service
"NEW! IRS Limits - 2010 Cost of Living Adjustments"
TPS UPDATE: IRS Releases Final Roth 401(k) Regulations
HOT TOPIC: Roth 401(k)
Need to buy a Fidelity Bond for Qualifying Plan Assets?
Financial Calculators to assist your retirement planning.
The Pension Specialists, Ltd.
10501 North 2nd Street (map)
Machesney Park, IL 61115
Phone: 815-394-5500
Toll Free: 800-963-5501
Fax: 815-399-9324
Email: info@pensioninsider.com
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