Planning Your Future Since 1983

Pension Planners, Inc. is a third party administration firm located in Naples, Florida. We provide consulting, recordkeeping, actuarial and administrative services for profit sharing plans, 401(k) plans, 403(b) plans, defined benefit plans and cash balance plans. Since 1983, we have been helping sole proprietors, small business owners, and non-profit organizations design retirement plans to meet their current financial needs with the flexibility to accommodate their ever-changing goals. We offer a close confidential alliance with our clients’ Accountants, Financial Advisors, Security Brokers and Banking Trust Departments. With nearly 400 clients, we provide services to firms with as few as one participant and as many as 1,000 participants. Eighty percent of our clients are located in Southwest Florida, with the remaining located throughout the United States.

IRS approved prototype plans are available from major brokerage or banking firms at little or no charge. These prototype plans are popular with many small firms. However, many of these plans generally lack the flexibility to meet the client’s total needs. We specialize in tailoring plans for individuals and companies that also provide them greater flexibility with their investment options. Clients will find that we have reasonable set-up and maintenance costs and that we are able to set up a new plan that would better meet their needs.
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Changes to Money Market
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Email Scam about the Electronic
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The 2017 IRS Limits on Benefit
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Client Forms
Distribution Request Form
Loan Request Form
Pension Planners, Inc.
1045 Crosspointe Drive
Suite 2
Naples FL 34110
239.598.9812 Fax

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