Testimonials

"I have been writing and managing qualified plans for 19 years now and over all those years I have worked with a lot of different TPA's. We have written over 100 plans since we started in 1993 and worked with very large national TPA's and small local TPA's. The third party administrator had always been a source of concern and frustration for us. I personally had grown tired of unreliable contacts who were over priced and would take days and sometimes weeks to answer a question or reply to an issue raised by a client. That is until I met Tara Brown at Millennium Pension Services, Inc. Over the last year and a half we have been moving all or our plans to Millennium and working closely with Tara. I cannot tell you how pleased I am with how quickly my questions, concerns and issues are resolved. I have had multiple clients comment on how impressed they are with the quality of service they have been revieving since making the move to work with Tara Brown.

I would highly recommend working with Millennium Pension Services, Inc., we could not be happier with our choice to take them on as our Third Party Administration Company."
Beh, Philip L., PB Financial & Insurance Services


"I have worked with several Retirement Consultants over the years. While I have a strong knowledge base in commercial real estate, which is my core competency, I have found the complexities of retirement, pension and profit sharing plans to be confusing and unsettling. Millennium's knowledge and expertise is unsurpassed and they are clearly interested in building and maintaining long term relationships."
Dee, Jeremy, President, Corporate Realty Associates



"Millennium Pension Services' responsiveness to my demands has allowed me to facilitate timely planning strategies that exceed expectations. They have provided excellence to my clients by being attentive to the details."
Kathcart, Ken, CPA Partner

"I think we have finally found a service that we can feel confidence in handling such an important matter as a retirement plan. Tara Brown and the crew at Millennium are reliable, trustworthy and efficient … a difficult combination to come by in today’s business world---. I guess the saying is true….”good things come to those who wait”… Millennium was definitely worth the wait."
Miller, Sheila M., T.M.C. Enterprises


"After working with many different Third Party Administrators over the years, I don't think words can describe how happy we are to have found Millennium Pension Services, Inc. We have been working with Tara Brown and her team for the last 3 years. No matter what time of day it is we can always get a hold them and get our questions answered, they are always very friendly and willing to do whatever needs to be done."
Nicholson, Justina, Director of Financial Services, RABco Financial & Insurance Services, Inc.


"Millennium seamlessly keeps our profit sharing plan in compliance with the ever-changing legal requirements. Any time I have a question, I get a prompt, understandable answer. I would highly recommend their services."
Pumilia, Richard B., Pumilia Patel & Adamec LLP


"Millennium Pension Services provides administrative services free of any investment bias. Thanks for your valued service and continued ethical approach to my client's retirement plan."
Wade, David, AIF, APM, CLU, ChFC, CIMC Consultant


"Since switching to Millennium, we have never been more confident and pleased with a TPA. Tara Brown and her team of dedicated professionals has made my life easy in dealing with my pension and profit sharing clients. I never have to worry that the job is being done properly. I strongly recommend Millennium for your business!"
Wagner, Stephen H., CFP, Wagner Financial Group


"Tara is thorough, knowledgeable and passionate about her work. It's a pleasure doing business with her."
Yam, Bonnie, Principal, CFA, EA

 
52 W. Sierra Madre Blvd. | Sierra Madre, CA 91024 | Phone: 888 355-3039 and 626 355-3039 | fax: 626 355-3713
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