We help employers and employees build and secure retirement income
Services.
Employers
Attract and retain top employees. Reduce the cost of employee turnover and lost productivity. Do well by doing good. Reduce your own taxes and secure your own exit. Combine an effective Employee Financial Wellness Program with a Qualified Retirement Plan better than that of many Fortune 500 companies. We estimate an average 5/1 ROI (Return On Investment).
Who We Are.
The Pension 401k is an independent fiduciary consultant, fee-only financial planning and investment advisory firm. Our mission is to do for FEE-ONLY financial planning and fiduciary investment advice what Henry Ford did for the transportation industry. We want to be the source of Financial Independence and Peace of Mind for anyone with the desire to improve their financial condition. We desire to be your team of trustworthy Financial Guides who support you in Mastering the Game of Money. We offer a science based, free market, fee-only solution to the retirement crisis without selling products or requiring minimum investable assets. In the new, fiduciary age of robo-advisors, creating wealth is 80% psychology and 20% science/strategy.
Applying Science To Investing
Science has transformed every aspect of life—including investing.
Turning Out The Noise
The right financial advisor plays a vital role in keeping investors focused on what really matters.
The Retirement Gamble
The four most important aspects of your retirement plan: market volatility, income longevity, tax deferred vs. tax free, fees.
Our Philosophy.
The four most important aspects of your retirement plan: market volatility, income longevity, tax deferred vs. tax free, fees.
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Our Team.
The Pension 401k brings together a team of professionals who have the highest level of experience and knowledge when it comes to financial advising services.
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Contact Us.
Reach out if you have any questions or would like to learn more about our services. We are here to help you plan for your financial future and make the most out of your retirement.
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