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.