Serving your Retirement needs for over 30 years.
Our clients range from one-participant plans to plans with hundreds of employees and divisions. We work closely with all our clients and have a customer intimacy that is rarely seen elsewhere. Our client’s satisfaction is seen by their long standing tenure with Madison Pension – most of our clients have been with us for over 10 years.
Our experience and expertise includes all forms of qualified and non-qualified retirement plans, including various types of defined benefit plans, cash balance plans, defined contribution plans such as 401(k) plans, 403(b) plans, profit sharing plans, ESOPs, cross-tested plans and plans with a Roth 401(k) component.
Madison Pension Services works with you to ensure the best-fit plan for your organization, its full IRS compliance, and its continued adjusting of goals and needs. A Madison pension plan is unmatched in quality and excellence: the design matches the client’s needs, the consultant maintains and adjusts the plans as needs change and grow, and the firm ensures top compliance with all standards and updates.
"We have recently become clients of Madison Pension Services. From the start, they have been extremely knowledgeable and professional with us. It has been an absolute pleasure working with them."Aron Robinson, CFO
David Gensler is the consummate professional; he's very transparent and clear, and a phenomenal communicator. He delivered everything he said he would in the manner he said he would and in the time frame he said he would. He was incredibly helpful and informative all along the way. He and his team at Madison Pension Services allow professionals to put away money while taking really good care of their employees and families. He has my rave recommendation; I tell everybody about him and his company. As a matter of fact, I've worked with planning people who told me what he's done for us couldn't be done. For that and much more, he gets my unequivocal and full endorsement.Dr. Efstathios Giannoutsos - Georgetown Orthodontics, LLC
We were lucky to meet [our consultant] as he helped us navigate through the complex choices facing first-time 401(k) plan adopters. He helped develop the most optimal designation of who should be HCEs, drafted the plan and all related documents, select investments according to our requirements, and worked with us to get the plan ready for use. Employee feedback has been very positive. I was pleased to receive expert and friendly advice every step of the way. ....Michael Buhler, Treasurer
"As a 401k Wholesaler, I have many clients who require the services of a Pension Consulting Firm. I have worked closely with both the partners and staff members of Madison Pension and everyone is very professional and knowledgeable. A major factor when I choose a Pension Consulting Firm is: "Are they knowledgeable about ERISA but also friendly and responsive?" Madison Pension employees fit the bill in all catagories which is unique in the New York marketplace."Kevin McLoughlin, Regional Vice President
"Madison is a leader in pension and 401(k) management issues. They have adapted beautifully to the changing environment in retirement plans over the past several years. I highly recommend them in any situation."Ted Halperin, Chief Financial Officer
"Working with a tried and tested consultant of [our consultant's] calibre surpasses our original wish list of "must have in-depth working knowledge in the following:..." Madison Pension's expertise allowed CBX to transition millions of dollars in pension funds from one fund manager to another major player, seamlessly and with total confidence...
I have a very high professional regard for [our consultant] overlapped with the pleasure of working with her and enjoying her intelligence, warm and witty upbeat personality. I have no hesitation in praising [our consutant] and her company, Madison Pension, with accolades that go beyond a mere business recommendation."
"Selecting Madison Pension Services sixteen years ago in 1986 was one of the best business decisions we've ever made. They have guided us in building a successful retirement plan with their wise advice and careful monitoring."Dick Dilworth, President (2002)
"After suffering through many years of dealing with different organizations regarding my profit sharing and 401(k) plans, I wanted to let you know how very much I appreciate the efforts of Madison Pension. Working with you and your organization for the past few years has been a blessing. It has relieved me of an enormous amount of stress. Your professionalism, dedication, and the fact that you and your staff are all really nice people is something that I appreciate deeply. Thank you for being there for me and my company."Dick Auletta, President