O'Connell Pension Consulting, Inc. Email Format

Financial ServicesOregon, United States2-10 Employees

O'Connell Pension Consulting, Inc. is a small financial services firm based in Eugene, Oregon, offering pension plan consulting and administration for qualified plans across the Western states. The firm works with a range of plan types, including 401(k), profit sharing, defined benefit, 403(b), and prevailing wage plans. Rather than selling plans, it focuses on design solutions and begins engagements with a clean slate when taking over or setting up a plan, taking into account employer objections, culture, and competition.

Client design decisions are shaped by factors such as the size of the client, the number of participants, participant ages, and compensation levels, which influence current and future plan design. The aim is to help clients select an appropriate plan type and optimize how the plan operates, with the design considered unique to each company.

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