What We Do?

My Pension Tree, LLC is a group of Qualified 401(k) and Pension Plan Consultants. We consult self-employed individuals and small business owners on the design, setup, and administration of 401(k) and Cash Balance Pension plans.

We refer to them as “Pension Tree’s”.

Our team of Retirement Plan Administrators and Pension Actuaries work with our clients to understand their need to save for their goals while balancing the capital needs of their business. With our guidance, our clients and their employees build larger retirement savings, pay less in tax, and are better prepared for their financial future.

We welcome all inquiries to learn more about how a Customized Retirement Plan can help you and your employees “Grow Your Pension Tree For Your Future”.

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What We Do

How to Get Started?

Phase 1: Data Gathering

Business owners must complete an “Employee Census” and “Company Profile” to build a contribution calculation analysis.

Phase 2: Plan Design

Identify and prioritize the objectives of the plan sponsor and present solutions with balance and transparency.

Phase 3: Plan Setup

Setup of the plan with multiple sub-phases related to trust documents, recordkeepers, investment advisors, and payroll integration.

Adopting the Terms of The Retirement Plan Trust Documents

Selection of a Plan Recordkeeper & Custodian

401K Plan Recordkeeper/Custodian
    Cash Balance Pension Plan Custodians

      Selection of The Plan Investment Advisor & Investment Options

      Plan Investment Advisor

        Manage Payroll Integration for Employee/Employer Contributions

        Phase 4: Go Live!

        The 401(k) and Pension Plan is ready to receive contributions and make investments.

        Get Started

        Phase 5: Introduction to Relationship Manager

        Introduction to Relationship Manager for ongoing annual plan administration.

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