About Us

"INTEGRATED PENSION: YOUR SINGLE SOURCE FOR PENSION PLAN SERVICES" * Design * Installation * Actuarial Valuations * Administrations * IRS Submissions * Plan Terminations * Legal/Actuarial Redesign * Expert Testimony We, at Integrated Pension, are pension plan experts and can provide complete actuarial services for your company or client. Whether you are corporate president, director, self-employed; or an Attorney, Accountant, C.L.U. or Financial Planner - and you are involved in pension planning, you should know about us. "GET THE DEDUCTION YOU WANT - WITH IRS APPROVAL" IPD's staff includes enrolled actuaries and attorneys who often are called upon as Recognized Expert Witnesses in pension cases before the N.Y. State Supreme Court. When you choose us, you are choosing a company, known for its pension expertise. "PERSONAL AND COMPREHENSIVE SERVICES" We can become the single source for your pension plan service needs. IPD does all IRS legal filings, submissions, amendments and actuarial certifications required for your plan's total operation. In fact, if your plan has to be terminated, we have successfully submitted over 250 plans to the P.B.G.C. for termination approval. Because we "Sweat the Details," you have time to attend to your business, and not worry about your pension plan. "A 'CUSTOM FIT' PHILOSOPHY" At IPD, we care about the quality of our service. We also understand that organizations differ and that each client has his own unique goal. Because your goals and needs change, we always Custom Design a pension plan and review it annually to make sure it is doing all it can for you. We have always felt, and it's been proven to us over time, that only a pension plan designed with actuarial and legal expertise can truly benefit a client.