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San Diego - Consulting & Service

Specialties: Retirement Plan Consulting Design Administration


Donna Neuhauser
APA, President - Pensions Ltd

Professional retirement plan firm offering assistance in consulting, design, implementation, and administration of IRS qualified pension plans to businesses. We also analyze existing plans and fix problems! PENSIONS LTD is a fee-based, full-service 'TPA' company who does not sell nor promote any investments.



    210 S Juniper Street
Escondido, CA  92025-4230
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  Profession Consulting & Service
  Specialty Retirement Plan Consulting Design Administration
  Group CMV
  Business Name Pensions Ltd
  Title APA, President
  Address 210 S Juniper Street
Suite 108
Escondido, CA 92025-4230
  Work Phone (760)796-6550
  Fax (760)796-6555
  Web Site www.pensionsltd.com
  Member 1-Sheet Click to view
  Member Since 10/2010
 
Personalized service has been a signature mark since I established the business in 1988. Our 'formula' for success is technical excellence, timeliness, responsiveness and experience. Our 'VALUE-ADDED' service is the continuing proactive focus on the complex IRS compliance tests and legislative changes as they occur. The END RESULT is a smooth-running, well-designed plan achieving your client's vision with as little valuable, in-house time as possible!
 
Consulting, design, implementation, and administration of IRS qualified plans (profit sharing, 401(k), defined benefit, etc.)of one-person businesses and businesses with less than 100 employees. We also analyze existing plans and fix problems!
 
One-person businesses as well as businesses with less than 100 employees.
 
All types of industries who are profitable enough to consider a retirement plan for their company's executives and employees.
 
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  Member 1-Sheet Click to view
   
  Social Clubs None
   
  Charities Rotary Foundation Chair Esc East Rotary Club since 1996
   
  College Degrees Widner University Wilmington Delaware
   
  Speaking/Teaching
  Experience
Seminars to various professional organizations
   
  Organizations Nat Inst Pension Administrators/Past Pres Esc East Rotary Club
   
 


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