Tara Brown - Consulting & Service - Actuarial Consultants and Third Party Administrators

Profession	Consulting & Service

Specialty	Actuarial Consultants and Third Party Administrators

Group	PAS1

Business Name	Millennium Pension Services, Inc.

Title	Principal

Address	194 Santa Anita Court Sierra Madre, CA 91024-2521

Work Phone	(626)355-3039 x103

Fax	(626)355-3713

Web Site	www.mpssm.com

Member Since	2/2008

Our experienced staff will collaborate with a team of Professionals to design or re-design the best plan(s) suitable for the Plan Sponsor's objectives and retirement goals. We work closely with Sponsors, Attorneys, CEOs, CPAs, Financial Advisors,Insurance Brokers, Investment Companies and RIAs.
We believe in providing prompt,efficient, excellent and quality personal service to our clients.
We will meet with our clients at least once a year to review their plan(s).
We appreciate all referrals and will deliver what we promise.
Our success is derived from the skill of our educated ,experienced, caring and committed staff.
Our credentials and experience allow us to operate with confidence and credibility.

Types of Plans:
401(k)s
403(b)s
Cash Balance Plans
DB/DC Combo Plans
DBPP Floor Offset
Defined Benefit Pension Plans
ESOPs
New Comparability
Profit Sharing Plans
SH 401(k) PLans
Nonqualified Deferred Compensation
Welfare Benefit and Cafeteria Plans

At Millennium, the following services are offered:
Plan Consultation/ Proposals
Actuarial Services
Creative Plan Design/ Redesign
Plan Documents and Amendments
Plan Communication and Implementation
Ongoing Compliance and Administration
Contribution Calculation
Compliance testing
Preparation of DFVC Filing
PBGC Filing
Loans/Hardship Withdrawals/Terminations
RMDs
Year End IRS filing Requirements
Assist with IRS and DOL communication
Assist with IRS and DOL audits

Full Disclosure and Fee Transparency

Sub-TA Fees and any other fees received from investnment firms will be reimbursed to the plan Sponsor or used to offset plan expenses

Millennium's policy is to charge for eligible participants with account balances.

C-Corporations
S-Corporations
LLPs/ LLC's
not for profit --- 501(c)s
Partnerships
Sole Proprietors
Not-For-Profit Organizations

Testimonials

Millennium responsiveness to my demands has allowed me to facilitate timely planning strategies that exceed expectations . They have provided excellence to my clients by being attentive to the details.
Ken Kathcart, CPA Partner

I think we have finally found a service that we can feel confidence in handling such an important matter as a retirement plan. Tara and her crew at Millennium are reliable, trustworthy and efficient ..a difficult combination to come by in today's business world--' I guess the saying is true.."good things come to those who wait"..Millennim was definetely worth the wait.
Sheila M. Miller, T.M.C. Enterprises

Medical
Dental
Legal
Accounting
Financial
Manufacturing
Sole Practitioner Professional
Small Retail Owners
Freelance Writers
Computer Consultants
Elecricians
Plumbers

Testimonials

I have worked with several Retirement Consultants over the years. While I have a strong base in commericial real estate, which is my core competency, I have found the complexities of retirement plans to be confusing and upsetting. Millennium's knowledge and expertise is undurpassed and they are clearly interested in building and maintaining long term relationships.
Jeremy Dee,President,Corporate Realty
Assoc1ates

Tara is thorough, knowledgeable and passionate about her work. It's a pleasure doing business with her.
Bonnie Yam, Principal, CFA,EA

Millennium provides administrative services free of any investment bias. Thanks for your valued service and continued ethical approach to my client's retirement plan.
David Wade,AIF,APM,CLU,ChFC, CIMC

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Social Clubs


Charities	American Red Cross,American Cancer Society,Darfur,One Campaign


College Degrees	Bachelor of Commerce ACCTG/ MKTG Univ. Of Calgary, Alberta


Speaking/Teaching Experience	Presentations CPA firms, Chamber, Brokers, Financial Planners


Organizations	ASPPA, NIPA , WB&BC, and Fiduicary Round Table


License Number	N/A

Pasadena - Consulting & Service

Specialties: Actuarial Consultants and Third Party Administrators