Millennium Pension Services

We Approach Plans Differently

Millennium Pension Services, Inc. was founded on the demand for personalized retirement planning and administration expertise. By working closely with Plan Sponsors, Attorneys, CPAs, Investment Advisors and Plan Participants, Millennium has acquired a wealth of experience in a variety of administrative services and creative benefit plan designs.

Please explore our website to learn more about our company and the services we offer. You’ll see from our qualifications that we are equipped to handle your needs.

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6 Reasons to Choose Millennium

Experienced professionals

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.

Plan Design and Implementation

Selecting, customizing and implementing a plan can be a complex process. Our professional staff will guide you through each step of the process including: Review the employer’s controlled group and/or affiliated service group situation.

Defined Contribution Plan Record Keeping

We perform services in order to provide smooth and efficient plan operation which includes,  calculate employee eligibility and plan entry, maintain participant vested percentage records, and much more.

Cash Balance /Defined Benefit Plan Plans - Actuarial Services and Administration

Our professional staff has the expertise and up-to-date technology to provide the necessary actuarial and administrative assistance to manage your defined benefit plan.

Annual Compliance Testing

Our professional staff has the knowledge and expertise to help keep your retirement plan in compliance with federal laws and regulations and, should violations occur, provide you with methods of correction.

Consulting Services

Plan amendments, terminations and mergers. Assist with IRS and DOL audits. Provide assistance with plan design changes. Conduct special plan or participant benefit studies or projections.

Have any questions? Call us now!

626-355-1690

Record Keeping Providers

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Make an Appointment!

Submit request!

Contact Info

Email

tara@mpssm.com
kelly@mpssm.com

Call us

626-355-1690 Direct
626-824-4960 Cell
888-355-3039 Ext 118

Opening Hours

8:00 am - 5:00 pm EST
Monday - Friday

Mailing Address

216 N. Glendora Ave.
Suite 200
Glendora, CA 91741