About Us

Pension Specialists, Inc. provides clients with a comprehensive set of retirement plan services, including plan design and document services, compliance and administrative support, consulting and recordkeeping services. Founded in 1985, Pension Specialists has grown by offering very high levels of service and quality to clients. As an independent entity, Pension Specialists can work with hundreds of different investment products and mutual funds to create the most appropriate arrangement for the client. Clients range in size from one-person sole proprietors to companies with thousands of employees. Pension Specialists is based in Northern California with offices in the San Francisco Bay Area and the Sacramento Area, but serves the needs of clients around the country. Please visit our website or contact us for additional information.