Pension Solutions, Inc. Email Format

Financial ServicesOklahoma, United States11-50 Employees

Pension Solutions, Inc. is a financial services firm based in Oklahoma City, Oklahoma, providing third-party administration, consulting, actuarial, and administrative services for retirement plans. The company offers a range of qualified retirement plans—including defined benefit, cash balance, 401(k) and ESOP options, as well as government and non-profit plans—alongside fiduciary guidance, administrative support, and actuarial valuations to determine contribution requirements and assess plan experience. Its client base spans corporate, non-profit, and governmental entities, addressing needs such as plan design, compliance with ERISA and 408(b)(2) disclosure, and complex administrative tasks like discrimination and coverage testing, QDROs, and loan administration. Founded earlier and located in Oklahoma City, the company operates within the financial services industry with a focus on retirement plan administration and advisory services for organizations of varying sizes. A recent development noted in industry news is the acquisition of Pension Solutions, Inc. by NFP Corp., aligning with broader efforts to expand retirement consulting capabilities in the central region.

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