Services, Compliance, and Expertise

It is not enough to design a plan; it must comply with the highest standards at every phase of development and maintenance.

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Madison Pension Services’ expertise in pensions extends to all aspects of the industry: actuarial calculations, retirement plan design, consulting services, and compliance. It is not enough to design a plan; it must comply with the highest standards at every phase of development and maintenance. It is not enough to maintain a plan; we must constantly monitor developments to make sure your plan always fits your needs.

Our experience and expertise includes all forms of qualified and non-qualified retirement plans, including various types of defined benefit 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.

Throughout the consultant-client process, Madison Pension Services will ensure that your plan is fully compliant and meets your needs. We strive to provide the highest-quality services (see our Testimonials), intricate plan design (see our Case Studies), and informative communication (see our Client Newsletters).