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:
- Cash Balance Plans
- Profit Sharing Plans
- DB/DC Combo PPA Plans
- New Comparability Plans
- Safe Harbor 401(k) 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
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.
LLP, LLC, Partnership, Sole Proprietor, Not-for-profit
- Plan design/Redesign
- Personal / quality services
- Actuarial Services
- Benefit Calculations
- Regulatory reporting
- Form 5500 and attachments
- Terminations/ Loans/ Hardship
- Maximize tax deductions
- Maximize contributions
- Provide retirement income/security
- Recruit and retain key
- Motivate and reward employees
Sub-TA Fees and any other fees received by
Millennium Pension Services, Inc.
from investment providers will offset plan expenses.