PensionQuote Inc. Employee Directory

Financial ServicesFlorida, United States2-10 Employees

PensionQuote Inc. operates in the financial services sector, focusing on defined benefit and cash balance retirement plans, including split-dollar funded arrangements, to help high‑income business owners pursue retirement planning with potential tax advantages and greater income flexibility. The firm emphasizes obtaining IRS letters of determination for its plans, reflecting a structured approach to compliance and plan design. Based in Coral Gables, Florida, the company profiles itself as leveraging a veteran team that includes pension specialists, attorneys, and actuaries to tailor retirement solutions for its clients, often through partnerships with brokers, financial advisors, and registered investment advisors from major firms. The organization positions itself as an innovator in customized retirement planning, offering proprietary solutions aimed at delivering significant tax savings within the qualified plan framework.} }"

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