Millennium Pension Services, Inc. - Tax Qualified Benefit Consultants & Third Party Administrators
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Contact Us

52 W. Sierra Madre Blvd.
Sierra Madre, CA 91024

phone: (626) 355-3039
fax: (626) 355-3713
tara@mpssm.com 

Professional Memberships

ASPPA Member

NIPA - National Institute of Pension Administrators

ProVisors
Employee Benefits Association of Los Angeles 
Better Business Bureau 
Fiduciary Roundtable of San Gabriel Valley 
Sierra Madre Chamber of Commerce
Pasadena Chamber of Commerce







 

A Team Approach for Qualified Retirement Plan(s)

Millennium Pension Services, Inc. was founded on the demand for personalized retirement planning and administration expertise. By working closely with Plan Sponsors, Attorneys, CPAs, Investment Advisors and Plan Participants, Millennium has acquired a wealth of experience in a variety of administrative services and creative benefit plan designs.

Together as a team, Millennium will assist you in Plan design, implementation and communication of a wide range of qualified retirement plans including:

  • 401(k) Plans
  • Cash Balance Plans
  • DBPP
  • Profit Sharing Plans
  • 403(b) Plans
  • DB/DC Combo PPA Plans
  • New Comparability Plans
  • Safe Harbor 401(k) Plans
  • 412(e)3 Plans
  • DBPP Floor Offset
  • Non-qualified Deferred Compensation Plans
  • Welfare & Cafeteria Plans

Millennium works closely with clients and their professional advisors to calculate the desired level of contribution amount(s) both in the plan design phase and for annual plan contributions.

At Millennium Pension Services, good service means Plan Sponsors have someone "they know" who they can call to get prompt, efficient and accurate services. Our staff's expertise and commitment to thoroughness, creativity and responsiveness ensure customer satisfaction.

Millennium is located in the small town of Sierra Madre, California. Millennium was founded by Kelly F. Brown, President and Tara Brown, Vice President. Tara has worked in the Pension Industry for over 25 years.

MILLENNIUM PENSION SERVICES, INC. PLAN SPONSOR
Corporation, LLP, LLC, Partnership, Sole Proprietor, Not-for-profit
Functions: Possible Objectives:
  • Documents
  • Plan design/Redesign
  • Personal / quality services
  • Actuarial Services
  • Benefit Calculations
  • Compliance
  • Regulatory reporting
  • Form 5500 and attachments
  • Terminations/ Loans/ Hardship
  • Maximize tax deductions
  • Maximize contributions for owners/shareholders
  • Provide retirement income/security
  • Recruit and retain key employees
  • Motivate and reward employees
Sub-TA Fees and any other fees received by Millennium Pension Services, Inc.
from investment providers will offset plan expenses.

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