Professional Service... On a Personal Level
Over 800 Clients Trust The Pension Alliance With Their Retirement Plans
History of Success
Established in 1988, The Pension Alliance is a professional consulting firm providing retirement planning services to plan sponsors and investment professionals. Our corporate headquarters are located in Harrisburg, Pennsylvania with satellite offices in Philadelphia, Pennsylvania, Baltimore, Maryland and Boston, Massachusetts. Our specialty is the design, implementation and administration of qualified retirement plans.
In 2002, The Pension Alliance was endorsed by the American Institute of Certified Public Accountants (AICPA) as one of only twenty third party administrators accepted to service their membership retirement plans.
Client Centered Focus
Our approach is simple. We offer a full range of comprehensive services designed to reduce your administrative burden, allowing you the time to focus on managing your business. We will work closely with you and your team of advisors to design the plan that best suits your needs.
Our offices use the latest technologies in software and hardware to ensure that we accurately administer your plan. We integrate automation, computer software applications, and systemization into our internal office operations, from electronic data gathering using our Secure Plan Sponsor website to email notifications to communicate important plan information.
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Custom Plan Sponsor Resource Center website
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Web Based annual census collection
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Electronic forms available 24x7 on our secure website
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Electronic Annual Report delivery
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Automated contribution processing
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E-mail delivery of important plan bulletins and information
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Latest Anti-Virus software
Our Team
The Pension Alliance’s greatest resource is its team of experienced professionals. They are committed to providing our clients with professional, courteous and responsive service.
We have built our reputation on being:
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Knowledgeable - many of our team hold designations with the American Society for Pension Professionals and Actuaries (ASPPA) as Qualified 401(k) Administrators and/or Qualified Pension Administrators
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Innovative - applying our expertise, in-depth technical knowledge and broad experience to solve problems creatively
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Responsive - ensuring that our experts meet client needs by proactively reviewing options, providing updated information and responding to inquires on a timely basis
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Reliable - working on your behalf to consistently build and maintain client trust
The Pension Alliance– A company you can trust!
Secure File Exchange. 
