Core Values

Madison Pension Services is a premier benefits consulting firm that specializes in helping small to mid-sized companies implement and run successful retirement plans that are customized to meet their specific goals. Our team of dedicated professionals provide unparalleled client service and are committed to helping our clients achieve their organizational objectives.

Client-Focused Service
  • Madison Pension Services provides each client with a dedicated consultant, allowing individualized management of your account with the expertise to match your needs.
  • Our staff works together and communicates openly, partnering with you and each other to identify and deliver creative solutions to address your unique business objectives.
  • Madison Pension Services creates custom solutions that mold a plan to your particular retirement needs.
Expertise and Compliance
  • Our leadership team has over 40 years of experience with managing our clients’ retirement plans, with a proven track record of results. We have over 400 customized plans, ranging from individual business owners to companies with thousands of employees currently being managed by our talented team.
  • We ensure the compliance and accuracy of every plan we manage. We have formed partnerships with various financial institutions that enable us to provide faster and more streamlined results.
  • With Madison Pension Services you can rest assured that your dedicated consultant is regularly evaluating your plan to ensure it is compliant, profitable, and continues to meet your company’s objectives.
Invested in People
  • We built our business by fully understanding our clients. The members of our team have personally designed and implemented many employee benefit plans, allowing each of us to bring first-hand experience to the table.
  • We are patient with our clients, referral sources, and each other. We treat each other with respect and dignity. We respect all employees and co-workers and value their contributions to the company.
  • Balancing work and home life is important to us as a company. We are flexible and help each other so we have a healthy work and life balance.