Miami Valley Pension
When you entrust us with your qualified retirement plan, you receive the consulting services of one of southwest Ohio’s largest third–party retirement plan administrators. While you run your business, we handle the complex issues of customized retirement plan administration. You reap the rewards!
You Focus on the Bottom Line – We Focus on You
The benefits of our client-focused approach are many:
- We are close by – available for consultation, face-to-face meetings and personal service provided by our in-house professionals.
- We give you plan solutions that are custom-designed and qualified. If you are selected for an audit, our years of experience work for you. Auditors have commented that our records are complete, well-organized and in compliance – saving you time and money.
- We can provide virtually unlimited investment choices. Utilizing mutual funds, investment managers or self-directed brokerage accounts. Model strategies are tailored for proper asset allocation.
We Make it Simple
It’s a complex but necessary business imperative to proactively manage the annual services for a qualified retirement plan. Miami Valley Pension brings you a comprehensive hassle-free team approach.
Our administrators average 14 years of experience. More than two-thirds of our professional staff have earned professional designations through the American Society of Pension Professionals and Actuaries. We stay current with in-house and outside training events, and our reference material is the best in the industry. Our team provides you solutions in full compliance with all governmental requirements. We review your company goals and needs and offer you a range of services:
- Benefit Plan Design
- Plan Documentation and Communication
- Plan Administration
- Cost-effective Solutions
- Participant Account Access 24/7
- Other Services
Innovative Solutions
You and your employees deserve a financially secure retirement. The experts at Miami Valley Pension can provide you with the client service and expertise to guide you through today’s complex retirement plan issues. Planning today with Miami Valley Pension lets you reap the possibilities tomorrow.
Let us show you what service really is. Contact Rick Pummill.