Pension Resources is uniquely positioned to help clients who do not use bundled services as a means of operating their retirement plan.
With 25 years of experience in both administration and consulting our goal is to provide your firm with an increased level of understanding and streamline the requirements of everyday operation of your qualified retirement plan(s).
We do not offer investment products, tax, legal, financial advice or services. Our business is restricted to providing consulting and administrative services for Section 401(a) Plans. We operate on fee for service basis.
Pension Resources is operated by Alison Munro in Milton Massachusetts. Ms. Munro has in depth knowledge of plan design, operation and compliance as it effects different types of business entities. Ms. Munro is an active Member of ASPPA with her Pension Certificate. She is a graduate of Mt. Ida College in Newton, MA.
As the IRS and DOL continue to establish and enforce clear and documented procedures for operation and correction of errors or defects of qualified plans, it is critical to understand the requirements and documentation needed for your individual plan and participants.