Expand Your Service Offering & Grow Your Practice
Partner with MyPensionTree to bring advanced Cash Balance and 401(k) solutions to your high-net-worth clients.
Become a PartnerWhy Partner with Us?
We handle the complexity, you deepen the client relationship.
Grow Your AUM
Help clients save more for retirement, increasing the assets you manage.
Tax Mitigation
Offer powerful tax deductions (often $100k - $300k+) that high-net-worth clients crave.
Turnkey Solution
We handle plan design, administration, and compliance. You focus on the client.
How We Work Together
Identify Opportunities
We help you identify clients who are ideal candidates for Cash Balance plans.
Custom Design
Our actuaries design a plan tailored to your client's specific goals and cash flow.
Implementation & Support
We handle the setup and ongoing administration, keeping you in the loop every step of the way.
What Advisors Are Saying
"MyPensionTree has been an invaluable partner. Their expertise in plan design helped me save a key client over $200k in taxes."
"The team is responsive, knowledgeable, and easy to work with. They make me look good in front of my clients."
"I used to shy away from defined benefit plans because of the complexity. MyPensionTree makes it simple."
Common Questions
No. That's our job. We provide the technical expertise and support so you can focus on your relationship with the client.
You do. We are the third-party administrator (TPA). We do not manage assets, so you retain full control of the investment strategy.
Self-employed individuals or small business owners with consistent high income (typically $250k+) who are looking for tax deductions beyond a 401(k).
Ready to Grow Your Practice?
Partner with us to offer premier retirement solutions.
Become a PartnerExpand Your Services • Deepen Client Relationships