The PenSure Group specializes in assisting our client firms and their plan participants in developing sound retirement strategies. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of retirement plans.

We understand the many challenges of retirement today and know the biggest concern for many outliving their money. We focus on the appropriate plan design, plan implementation, and on money management within the plan as well as other issues that are critical to financial well-being.

At The PenSure Group we provide assistance in the following areas:

*Please note that our plans have individually designed benefit formulas and compensation definitions to help maximize benefits and pass Internal Revenue Service discrimination testing.

The PenSure Group's Best Practices Approach

We work with retirement plan committees to deliver an integrated, best practices approach that puts in place tools, processes, and organizational structures leading to well-informed decision-making risk management and, potentially, a higher probability of successful outcomes for your plan.