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.

 


194 Santa Anita Court · Sierra Madre, CA 91024
phone 626 355 3039 · fax 626 355 3713