Pension Wealth Consultants, LLC is a leading firm in Melville, NY, specializing in qualified retirement plans, life insurance, and estate and business succession planning for small to mid-sized businesses. With a focus on current realities and future objectives, they design and implement innovative strategies to help businesses reach their financial and business goals.
With expertise in retirement plan design, administration, and investment services, Pension Wealth Consultants customizes their solutions to fit the unique needs and demographics of each client, aiming to maximize benefits for business owners and key executives. They also provide education on fiduciary best practices, ensuring compliance with IRS and Department of Labor requirements and minimizing liability under ERISA. Their goal is to create appropriate plans, increase plan participation, and offer ongoing plan review meetings for a well-informed retirement strategy.
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