Millennium Pension Services, Inc. - Tax Qualified Benefit Consultants & Third Party Administrators
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Sierra Madre, CA
52 W. Sierra Madre Blvd.
Sierra Madre, CA 91024
tara@mpssm.com 

Pasadena, CA
445 N. Rosemead Blvd.
Pasadena, CA 91107
kelly@mpssm.com

phone: (888) 355-3039
fax: (626) 355-3713

Professional Memberships

ASPPA Member

NIPA - National Institute of Pension Administrators

ProVisors
Employee Benefits Association of Los Angeles 
Better Business Bureau 
Fiduciary Roundtable of San Gabriel Valley 
Sierra Madre Chamber of Commerce
Pasadena Chamber of Commerce







 

Testimonials


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, Director of Retirement Plan Services, Retirement Revolution


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, CPA/PFS, CFP, Roger A. Brown & Co. LLP


"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, President, Dynaroll Corp


"I want to thank you so much for the extraordinary effort and tremendous work performed by you and your staff..." View complete client letter.

Michael Zorzi, CFO, Cunico


"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 Patel & Adamec LLP


"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, CFP™


"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, Director of Financial Services, RABco Financial & Insurance Services, Inc.


"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


"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, President, Corporate Realty Associates


 

"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


 

"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 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, Controller, 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 Patel & Adamec LLP


 

"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."

David Wade, AIF, APM, CLU, ChFC, CIMC Consultant


 

"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, CFP, Wagner Financial Group


 

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

Bonnie Yam, Principal, CFA, EA



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