Individual plan designs offering the greatest flexibility and potential for tax favored wealth accumulation to help you meet your objectives.

Preparation of annual IRS and DOL reporting and disclosure materials, recordkeeping, non-discrimination testing, and document maintenance.

PENSION METRIX

Pension Metrix designs, installs, and administers retirement plans for self-employed individuals and corporations. We offer pension, profit sharing, 403(b), and 401(k) plans that maximize the advantages of tax-deductible contributions and tax-deferred investment growth.


Our programs are designed to allow business owners and professionals to act as plan trustee, making investments directly without the expense and limitations of an institutional trustee.


To see how a retirement plan can benefit your business, please contact us for a complimentary plan illustration.

Regional Volume Submitter sponsor of pre-approved plan documents, allowing quick and efficient setup of your retirement plan.