Company Information

At Millennium Pension Services, good service means Plan Sponsors have someone "they know" who they can call to get prompt, efficient and accurate services. Our staff's expertise and commitment to thoroughness, creativity and responsiveness ensure customer satisfaction.

Our Team


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Tara has over 30 years of experience in the pension industry specializing in plan design, administration, and consulting.

Tara has a BComm Degree (Major Accounting) from the University of Calgary, Alberta, Canada. She obtained her Qualified Pension Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). Tara is also a member of National Institute of Pension Administrators, Western Pension & Benefits Conference, Fiduciary Round Table, and the Pasadena-based ProVisors (the Professional Network Group, Inc.).

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Kelly is involved in developing, building and maintaining relationships. He has been involved in a very successful family business in Pasadena. For the past eleven years, Kelly has sponsored, managed and coached Pasadena Little League as well as Travel Baseball Teams. Kelly is a native Pasadena resident.

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Sales and Marketing – Management Trainee

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Roma holds a Master of Counseling and Advising degree and has several years of experience in both the non-profit and private sectors, with an emphasis on public relations. Her interpersonal skills and extensive networking capabilities ensure clients are guaranteed objective information and dependable responsiveness while establishing their relationship with Millennium.


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Elizabet has a B.A. in Humanities from the University of California, Davis. She has many years of customer service experience in a variety of industries, ranging from community services to the entertainment industry. Liz assists with preparing presentations as well as generates proposal reports, prepares plan documents, service agreements, et cetera.


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Hannah Han Joined Millennium as a in house Pension Actuary in March 2017. Hannah had more than 15 years pension actuarial experience. Hannah is an Enrolled Actuary under ERISA, a Member, Society of Pension Actuaries (MSPA), In 2004, Hannah was selected as a recipient of the Martin Rosenberg Academic Achievement Award funded by the ASPPA Pension Education and Research Foundation. She has been working for both Public and Private sector Pension Plans including traditional defined benefit, cash balance, post-retirement benefit plans and 401k. The plan size ranges from small (single participant) to large plan covering thousands of participants.


Testimonials


I work for a restaurant group and we unfortunately decided to terminate our 401k plan. However with the help of Millennium Pension Services they made it a painless process. Tara Brown, managing partner, handled everything for me, from walking me thru the process and also filing the federal returns that were required in a timely fashion. I would not hesitate to use their services again in the future!

- Cathy Butkus, Innovative Dining Group

Millennium seamlessly keeps our profit sharing plan in compliance with the ever-changing legal requirements. Any time I have a question, I get a prompt, understandable answer. I would highly recommend their services.

- Richard B. Pumilia, Pumilia & Adamec LLP

We are a CPA , financial services and payroll firm . As the trusted advisor to our clients, we team up with Millennium to provide the TPA services for our clients . Millennium has the knowledge and expertise to design the best retirement plans based on our clients goals and objectives. We have been working with Tara Brown and her team for about 7 years. Millennium has been a great resource for us - No matter what time of the day it is we can always get ahold of them and get our questions answered.

- Scott Brown, Roger A. Brown & Co. LLP

I think we have finally found a service that we can feel confidence in handling such an important matter as a retirement plan. Tara Brown and the crew at Millennium are reliable, trustworthy and efficient...a difficult combination to come by in today's business world---. I guess the saying is true...'good things come to those who wait'...Millennium was definitely worth the wait.

- Sheila M. Miller, T.M.C. Enterprises

I can highly recommend Millennium Pension Services for their professionalism and expertise. They set up a Safe Harbor 401K in combination with a Defined Benefit plan that maximized the benefit to all our employees and senior management while minimizing tax consequences. Millennium handled all aspect of plan creation and annual filings in a timely and correct manner which resulted in a favorable IRS determination when the plan was eventually terminated on the sale of our company. Millennium are true experts in pension planning.

- Simon Harrison, Dynaroll

Since switching to Millennium, we have never been more confident and pleased with a TPA. Tara Brown and her team of dedicated professionals has made my life easy in dealing with my pension and profit sharing clients. I never have to worry that the job is being done properly. I strongly recommend Millennium for your business!

- Stephen H. Wagner, Wagner Financial Group

I have worked with several Retirement Consultants over the years. While I have a strong knowledge base in commercial real estate, which is my core competency, I have found the complexities of retirement, pension and profit sharing plans to be confusing and unsettling. Millennium's knowledge and expertise is unsurpassed and they are clearly interested in building and maintaining long term relationships.

- Jeremy Dee, Corporate Realty Associates

Millennium Pension Services provides administrative services free of any investment bias. Thanks for your valued service and continued ethical approach to my client's retirement plan.

- Dave Wade, AIF, APM, CLU, ChFC, CIMC Consultant

Millenium Pension Services was recommended to my company many years ago, and we have been working with them ever since. Tara Brown and her team are truly second to none, and I could not trust anyone else with our pension services. They are experienced, knowledgable, and extremely responsive. They understand how to build and manage plans meet your employee and employer objectives, all while being a pleasure to work with. I am grateful to Tara and her team and I would highly recommend their services.

- Robyn Carey Sanyal, Virtuoso Medical Management

Tara is thorough, knowledgeable and passionate about her work. It's a pleasure doing business with her.

- Bonnie Yam

Tara and her team have been very easy to work with in setting up our clients' retirement plans. They have answered our questions promptly and take the time to explain the ERISA requirements to our clients. We look forward to working with Millennium on future plans.

- Hong Tran, Logic Wealth Management

Five full stars says it all. I am the managing partner of a small law firm and wanted peace of mind in setting up a defined benefit pension plan. I did a good deal of research in this area and found Millennium Pension Services to be knowledgeable, reputable, prompt and caring. Thank you, Tara, and your team for such wonderful work.

- Wanda R. Dorgan, Managing Partner, Dorgan Legal Services

Tara is MPS and MPS is Tara. When you sign up with MPSS, you get Tara – and that’s priceless. That means all your concerns about compliance, design, and maintenance for a 401K or a Pension client are answered appropriately, timely, and thoroughly. As a CPA and a financial advisor, you need valuable and reliable business partners and colleagues to properly deliver effective solutions to clients. MPS is that quintessential partner and Tara is your invaluable colleague.

- Milan Madhani, Vimlan Tax Services, LLC

Tara and her team is the best. They are always quick in response and go beyond and above to help anyway they can. I have trusted her with my customers accounts as well as ours.

- Stephen Yun, Chun-ha Insurance

I am the Employee Benefits Manager for a Regional brokerage firm and have worked with Tara and her team for the past 5 years. She has a wealth of knowledge, is always willing to help and keeps me informed of rules and regulations. I know my clients benefit from the expertise they receive from Millennium. I recommend working with Millennium for any number of services.

- Monique Eubanks, Walkter Mortensen Insurance

Millennium Pension has not only been my go to source for TPA and actuarial services since I have been a fee based advisor, they have also been invaluable to my clients when it comes to hands on details and solving problems. They know how to create and manage plans, but more importantly, Tara and her team are highly skilled at the compliance aspects that so many of my clients need guidance with. I recommend them to any advisor or firm that incepts and manages 401k, Defined Benefit and Cash Balance Plans.

- Jason Lund, Lund Financial Management

I have been working with the Millennium Team for over 3 years and have been incredibly pleased with the level of service in which I am provided. Even (my business) being on the East Coast does not impact the timeliness of their responses to me or my clients. I truly feel like they appreciate my business and their services definitely add value to my business. I will continue to happily recommend Millennium to clients!

- Kimberlee Sipe, Insight Investment Planning, Inc.

Tara Brown and the team at Millennium Pension Services, Inc. are true experts in their field and have provided us with professional and impeccable services. They advised us on our Defined Benefit Plan and 401K Plan and have consistently met our needs with prompt and knowledgably solutions. Their personalized and competitive service is unparalleled.

- David Lifschitz, The Gehr Group

Millennium Pension Services has been a great partner in the design and management of our company retirement plans. They have been incredibly diligent and quick to respond for all our needs, while allowing us to provide a compelling retirement plan for our growing business. Highly recommended.

- Steve Armstrong, Urban Armor Gear

Millennium pension services, Inc. consistently has been providing excellent service, and support to us over several years. I rely on them pretty much to help keep us in compliance with regulatory agencies. We continue to be very happy with Millennium and would recommend their services to others.

- Brendan Kim, Ambiance Apparel

Millennium Pension Services' responsiveness to my demands has allowed me to facilitate timely planning strategies that exceed expectations. They have provided excellence to my clients by being attentive to the details.

- Ken Kathcart, CPA Partner

We have been working with Millennium Pension Services for 4 years and they have always provided quick and efficient service for us. We are always more than satisfied with the dynamic level of service Millennium pension provides for us and strongly recommend them to whoever is looking for a professional, seamless delivery.

- Brian Na, Mega Capital Funding, Inc.

After working with many different Third Party Administrators over the years, I don’t think words can describe how happy we are to have found Millennium Pension Services, Inc. We have been working with Tara Brown and her team for the last 3 years. No matter what time of day it is we can always get a hold them and get our questions answered, they are always very friendly and willing to do whatever needs to be done.

- Justina Nicholson, RABco Financial & Insurance Services, Inc.

I have worked with Millennium Pension Services over the last 5 years. Tara Brown has an outstanding understanding of all aspects of retirement plan servicing and has been a valuable partner to Retirement Revolution in developing new business opportunities. I look forward to continuing to work with Millennium Pension Services and Tara to win more plans, and build a mutually rewarding relationship.

- Juan Molina, VMS

I have been writing and managing qualified plans for 19 years now and over all those years I have worked with a lot of different TPA's. We have written over 100 plans since we started in 1993 and worked with very large national TPA's and small local TPA's. The third party administrator had always been a source of concern and frustration for us. I personally had grown tired of unreliable contacts who were over priced and would take days and sometimes weeks to answer a question or reply to an issue raised by a client. That is until I met Tara Brown at Millennium Pension Services, Inc. Over the last year and a half we have been moving all or our plans to Millennium and working closely with Tara. I cannot tell you how pleased I am with how quickly my questions, concerns and issues are resolved. I have had multiple clients comment on how impressed they are with the quality of service they have been receiving since making the move to work with Tara Brown. I would highly recommend working with Millennium Pension Services, Inc., we could not be happier with our choice to take them on as our Third Party Administration Company.

- Philip L. Beh, PB Financial & Insurance Services

Since switching to Tara’s team at Millennium Pension Services we have been able to synergistically leverage the advantages of our defined benefit and defined contribution plans. We are confident that Millennium continues to provide us great service in terms of both bringing us the best information and keeping us in plan compliance.

- Kevin Hansen, Baldi Bros

KTA Construction Inc. (KTA) has been a customer of Millennium Pension Services, Inc. (Millennium) for the past several years. During that time KTA has enjoyed very personal attention by the Millennium Pension Services, Inc. group with appreciated results. Millennium has taken the time to work with KTA on very specific details in our Pension Fund for both the employees and the management at KTA and the results to date have been outstanding. KTA's original introduction to Millennium was late in the year 2015 with some real concerns on how to best approach the 2015 FYE for KTA. Millennium was extremely helpful & produced results in a relatively short amount of time saving KTA substantial amounts of tax in 2015. KTA has since remained a Millennium customer, each year thereafter, with satisfactory results each year.

- Mike Henderson, President

I have been a client of Millennium Pension Services, Inc. (MPS) for several years, I did not understand how pension and retirement accounts operate how the plans can benefit our company, employees, and owners. MPS, Tara, and her team have always been very patient to provide the education and training we needed. Tara and her team have always been efficient and effective in executing based on our needs.

- Bernard Khachi, Vison Imaging Supplies, Inc.

Millennium Pension Services provided expert advice our pension plan options and designed a customized plan for our corporation. It has been a pleasure working with them.

- Dr. Anthony Ciabarra, Neurology Center of North Orange County

Elizabeth House is proud to utilize the services of Millennium Pension Services, Inc. as the Third Party Administration firm of our retirement plan. For the past several years, Millennium Pension Services has handled this in an efficient, expedient, and professional way. As a non-profit leader in this community, I rely on their team of experts to complete the necessary review and reports as needed for compliance. I highly recommend Tara Brown and her excellent team at Millennium Pension Services.

- Debbie Unruh, Elizabeth House

I have been working with Tara since before she started MPS and she has always provided a superior service at a great price.

- Larry Steinberg, Financial Architects

Millennium provides great advice and service. Tara and her team are always professional and courteous. We are happy to refer clients to Millennium to help establish retirement plans.

- David Chung, Logic Wealth Management

For the past ten years, Millennium Pension Services, Inc. has provided excellent service for our company. We appreciate their responsiveness, accuracy and attention to our account.

- Adrienne Bolger, Foothill HomeCare Partners, Inc.

I want to thank you so much for the extraordinary effort and tremendous work performed by you and your staff.

- Michael Zorzi, Cunico

I am very glad to write my praise for Millienium Pension Service Inc. Tara Brown as the president is passionate about helping people, and the staff are courteous, professional and very knowledgeable about all aspects of the work as TPA, including compliance, updated regulations, actuary, number crunching and timely filing. We have over 11 years relationship since we had the help from Tara Brown setting up our company retirement plans such as 401K profit sharing. The staff always get back to you in a very short time, and Tara Brown is always at hand lending her great advices that is most valuable. We are truly blessed to have Millienum Pension Services Inc to be our TPA.

- Dr. Yang, CEO and Medical Director, Sterling Pathology Medical Corporation