Pensions Unlimited, Inc. and Compensation Planning, Inc. are full-service pension TPA firms with emphasis on providing prompt and affordable plan administration with minimal paperwork and maximum client satisfaction. During the last 35 years, the companies have designed, installed and administered more than 3,000 plans in 46 States. The typical plan design maximizes the owner and key executive's plan allocations while providing an attractive and affordable benefit for the staff.These designs are illustrated in a complementary, easy-to-read proposal, showing the employer the benefits of each plan. Experienced consultants and administrators are readily available to answer any questions concerning plan design and compliance.

The acquisition of Compensation Planning, Inc. in 1999 has enabled both companies to provide state-of-the-art daily valuation services for 401(k) plans using non-proprietary funds in an open architecture platform.The secure, participant website, offers paperless enrollment, statements on demand, Financial Advisor support, investment research via Morning Star and instant communication opportunities.