Welcome to Personalized Pensions, Inc.

Personalized Pensions, Inc. is a full service pension consulting firm. Our staff includes an Actuary, Certified Financial Planner and plan administrators with over 45 years of experience in qualified retirement plan design, implementation, administration and consulting. Personalized Pensions, Inc. assists employers in the design, implementation, administration and communication of a wide range of retirement plans. We are committed to providing these services to our clients in a timely, accurate and cost-effective manner.

Our benefit professionals are dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security. We are a full service consulting and administrative firm. Partnering with Personalized Pensions, Inc. ensures that the needs of employer and employee will be met. We offer a full range of retirement plan services including:

	Plan Design and Implementation
	Defined Contribution Plan Recordkeeping and Administration
	Defined Benefit Plan Actuarial Services and Administration
	Annual Compliance Testing and Government Reporting
	Consulting Services
	Non Qualified Deferred Compensation Plans

Download Administrative Forms

Please download the applicable administrative form by clicking on the form name below. Print the form and complete all sections. The completed and signed form should be forwarded to our office at the address listed below or found on the form itself.

In order to download forms, you will need Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, you may obtain a free copy by clicking here.

• Participant Distribution Form
• Beneficiary Designation Form
• Loan Application (If your plan permits loans)
• Hardship Withdrawal Form (If your plan permits for Hardship Withdrawals)

Contact Us

If you would like to learn more about Personalized Pensions, Inc., or if you have questions about the services we offer, select the most convenient method below to contact us. We look forward to assisting you with all of your retirement plan needs.