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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 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 · 401(k) Solo Plans ·
403(b) Plans
457 Plans · Cash Balance Plans · DC/DB Combo PPA Plans
Defined Benefit Pension Plans · New Comparability / Tiered Plans
Profit Sharing Plans · Safe Harbor 401(K) 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 30
years.
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