About Us

With over 20 years of experience, Pension Advisors is one of the largest pension-focused firms in the country with offices in Cleveland, Atlanta, Tampa and San Juan, Puerto Rico. We possess the requisite skills and knowledge to uncover embedded fees, conflicts of interest, service in-capabilities and contract limitations inherent in the retirement plans. Our key strength lies in our knowledge of the industry, its ever changing legislation, who the strongest vendors are, what level the vendors look to for profits and where excess revenue goes once their profit margin is met. Our experience allows us to seek out the best investment fund line-ups, negotiate the best pricing for our clients, as well as provide comprehensive, pro-active service model that keys-in on the needs of the plan sponsor and the plan participants.