Pension Consulting

Pension Consulting

With United’s pension services, our team provides creative pension and 401(k) plan designs, vital back-office support to alleviate human resource administrative demands, and superior services for participants. With over 75 years of combined industry experience, we have expertise in all qualified and non-qualified plans.


Fiduciary Services

Prepare Service Provider Analysis including detailed comparison of recordkeeping, trust company, third party administration and investment advisor price and services with competitive alternatives.

Design Services

  • Consult with leadership to determine goals and budget
  • Request multiple quotes from a variety of plan administrators
  • Analyze, organize, and compare alternatives
  • Present superior options to client

Installation Services

  • Liaison with owner, human resources, and plan administration to determine best
  • construct for plan document and supporting processes
  • Train staff of their responsibilities to ensure smooth day to day processing and limit
  • employer liability

Ongoing support

  • Available for year-end consultation regarding tax deductible contribution options
  • Available to facilitate timely work products from recordkeepers, third party administration, payroll firms, and accounting professionals