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About Us
Who are we?
- | We are in the business of designing and administering qualified retirement plans. Our company was established specifically to design and administer qualified retirement plans under the Internal Revenue Code. We provide a wide range of services, including: |
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- | Our clients are small business owners and professionals. |
- | Operating under the associates concept, we have more than 60 years of experience in the pension and actuarial business. |
- | We are not owned by any insurance company, investment company, brokerage house or financial institution. |
- | Our professional retirement plan administrators, consultants, accountants work directly with you to provide the highest level of service. |
- | Our wide ranging experience in retirement plan design and administration, with our computer support, assures you receive the best possible service, and a plan tailored to meet your client's specific needs and goals. |
PLAN DESIGN SERVICES
INSTALLATION SERVICES
ANNUAL ADMINISTRATIVE SERVICES
We continue to monitor the plan to ensure its ongoing effectiveness. This includes reviewing new legislation, IRS
regulations and rulings, and court decisions. |
William H. Black, Jr.
Robert Penafiel
Professional Experience | |
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Vice President of Pension Services, Inc. Miami, Florida |
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Pension Consultant and Head of Administration Group Pension Systems, Inc. Coral Gables, Florida |
Education | Undergraduate: Bachelor of Commercial Science in Accounting Florida International University |
Undergraduate: Associate of Applied Science in Computer Science Miami Dade Community College (Academic Scholarship Recipient) |
Kenneth Vollmer, EA, MAAA, MSPA
Education | State University of New York at Buffalo Buffalo, NY Bachelor Degree Joint degree in Statistics and Economics |
Professional Designations | Enrolled Actuary of the Joint Board for the Enrollment of Actuaries (1993) Member of the American Society of Pension Actuaries (1993) Member of the American Academy of Actuaries (1993) |
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Ken is an actuary with over a decade of experience in the administration of small to medium-sized defined benefit plans and excels in the design of plans for professionals and the closely held business. These plans are designed for maximum tax benefit and wealth accumulation, while adhering to the strict letter and spirit of the law. He is able to explain complex concepts in simple terms to both clients and advisors alike. He has been responsible for the design, development and full administration of qualified plans, whether defined benefit or defined contribution. He is a member of the American Academy of Actuaries, American Society of Pension Actuaries and an Enrolled Actuary with the Joint Board for the Enrollment of Actuaries. He brings the competence, skill and depth to ensure all plans are prepared and maintained in a competent and compliant format. |
To contact us: Home | About Us | Meetings & Seminars | The Retirement Crisis | Types of Plans License numbers: California (0A09141) and Wisconsin (1045269) |
Miami: 305.595.5500 x210 | Orlando: 888.412.4120 |
additional contact info |