Pension and retirement design and administration

30 Years of Knowledge, Skills and Experience.

We’ve spent 30 years working on our knowledge, skills and experience to deliver the best possible plan design and administration services. We value our clients highly and make sure you receive superb, accurate and timely services and support.

We work closely with our clients advisors to both keep them informed and to make the process seamless for our clients. We help advisors create great plan designs to add even more value to their relationships with their clients.

Contact Us

24820 Orchard Village, Ste A#394
Santa Clarita, CA 91355

info@cmcpenpro.com
(818) 247-7900

Fax: (818) 247-7277

Services


Implementation

We work with clients and their advisors to create a plan to

  • Reach desired tax deduction/contribution levels

  • Help owners accumulate funds for retirement.

  • Increase employee retention.


Administration

We take the burden off of clients. We identify the right person, whether that is an advisor or internal employee to get the data we need. We determine the contributions based on the goals for the year. Once those contributions have been made, we prepare participant statements and the necessary government filings.


Actuarial services

Defined benefit and cash balance plans need an actuary to certify the funding level for the year and provide other technical services. We do not outsource those services. We have two credentialed actuaries on staff for our clients. We also provide actuarial services to other firms that do not have an actuary on staff.


We are your pension experts.

Get in Touch

We love to help clients and their advisors. Whether to answer simple or complex questions or help design the perfect retirement plan, we are here to help.