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.
(760)796-6550 (760)796-6555 Fax
210 S Juniper Street Escondido, CA 92025-4230 -
MAP
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.