Practical Pension & Financial Services, Inc. provides high quality administrative, compliance and consulting services to sponsors of qualified retirement plans. Our goal is to provide our clients with practical, smart and timely advice.
We continually review legislative, regulatory and compliance issues that effect sponsors of Qualified Retirement Plans. Our services may involve a review of the plan's custodian and investments, how information is being gathered and or reported to the various parties and how the plan may reduce overall costs to the participant or plan sponsor. Practical Pension then determines how the employer can best meet these responsibilities, in the most efficient way possible.
Over 23 years experience providing quality administrative and consulting services for retirement plans throughout the Northeast.
Securities offered through Cetera Advisors LLC, member FINRA/SIPC Cetera is under separate ownership from any other entity. Practical Pension & Financial Services is not a subsidiary of nor controlled by Cetera Advisors, LLC.
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