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Pension Pros

Pension ProsPension ProsPension Pros

Call 949-652-3377 for a FREE Consultation

  • Home
  • Roth Conversion
    • Roth Conversion Basics
    • Why Consider a Roth
    • Who is a Good Candidate
    • Effects of NOT converting
    • Safe Roth Solutions
  • ROBS
    • ROBS Overview
    • Benefits of a ROBS Plan
    • ROBS Plan Costs
    • ROBS Plan Process
    • Contributions
    • Employee Exclusion
  • FinCen
    • What is FinCEN
    • What is BOI
  • Get Started
    • Start Roth Conversion
    • Start ROBS Process
    • FinCEN BOI Questionnaire
  • Contact Us
  • More
    • Home
    • Roth Conversion
      • Roth Conversion Basics
      • Why Consider a Roth
      • Who is a Good Candidate
      • Effects of NOT converting
      • Safe Roth Solutions
    • ROBS
      • ROBS Overview
      • Benefits of a ROBS Plan
      • ROBS Plan Costs
      • ROBS Plan Process
      • Contributions
      • Employee Exclusion
    • FinCen
      • What is FinCEN
      • What is BOI
    • Get Started
      • Start Roth Conversion
      • Start ROBS Process
      • FinCEN BOI Questionnaire
    • Contact Us

Pension Pros

Pension ProsPension ProsPension Pros

Call 949-652-3377 for a FREE Consultation

  • Home
  • Roth Conversion
    • Roth Conversion Basics
    • Why Consider a Roth
    • Who is a Good Candidate
    • Effects of NOT converting
    • Safe Roth Solutions
  • ROBS
    • ROBS Overview
    • Benefits of a ROBS Plan
    • ROBS Plan Costs
    • ROBS Plan Process
    • Contributions
    • Employee Exclusion
  • FinCen
    • What is FinCEN
    • What is BOI
  • Get Started
    • Start Roth Conversion
    • Start ROBS Process
    • FinCEN BOI Questionnaire
  • Contact Us

Pension Pros vs. ALL Others

Services/Fees

Services/Fees

Services/Fees

  • Fees Paid Upfront
  • Monthly admin fee
  • $1500 Tax Credit Available
  • Simple plan admin
  • Discrimination testing req'd
  • Completion of Form 5500 

Competitors

Services/Fees

Services/Fees

YES

YES ($120-$150/mth)

NO

NO

YES

YES

Pension Pros

Services/Fees

5 year Fee Comparison

YES

NO ($0.00)

YES

YES

NO

YES

5 year Fee Comparison

5 year Fee Comparison

5 year Fee Comparison

Initial Fee

Annual Admin Fee

1st year Total Fees

5 year accumulated fees



Competitors

5 year Fee Comparison

Pension Pros

$4995 

$1560+

$6555+

$12795+


 

1 yr savings with Pension Pros = $2560+

5 yr Savings with Pension Pros = $8800+

Pension Pros

5 year Fee Comparison

Pension Pros

$3995 

$0

$3995

$3995

Pension Pros

Helping Businesses Nationwide!

Phone: 949-652-3377

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