Yet actually quite rare in today’s pension-business environment.
It lies in our always respecting and being immediately responsive to our customers — you’ll get a voice, not a recording, when you call us and, yes, we will leave the office to come out and see you.
And we make an equally large commitment in highly personalized service to all of our clients, no matter the size, which earns an enduring bond with a satisfied client base that’s the envy of the industry.
It’s easy to say you care about the financial futures of those who’ve invested their money and trust with you; we demonstrate as much every single day.
That’s why for the past 30 years, our customers success and satisfaction have been ours as well.
See What Our Clients Have To Say
HELPS US TO CONCENTRATE ON OUR CORE BUSINESS
The perfect company for our retirement plans is one that makes information easy and accessible, one that helps you administer the plan and always knows what’s going on with investments. Larger companies just can’t provide small businesses with this kind of attention. Pension Parameters takes a lot of the burden off me and has for so many years as they stay on top of legal changes and let us know what we must do to be in compliance. I know our employees are happy that their 401(k) plans are providing them with a way to save for the future, and Pension Parameters helps us give them security for the future.
HUSBAND-WIFE WITH 2 PRACTICES: ONE RESOUNDING VOTE OF CONFIDENCE
I wasn’t satisfied with our previous retirement advisors. I wanted an understanding of what was happening with our plans- and we were pleased because Pension Parameters is readily available to provide feedback that I just wasn’t getting in the past.
Even now, I speak with Pension Parameters’ actuary or Kevin for my wife’s benefit. When you make a call, you actually get a human being and don’t have to play telephone tag, which is so frustrating. Having access to top people is all I really want. I ask a question and get a straight answer.
ABILITY- AFFABILITY -AVAILABILITY – These attributes describe our experience with Pension Parameters and are important to medical practices.
CUSTOMIZE PLANS FOR A VARIETY OF ENTITIES
Orentreich has utilized the services of Pension Parameters for close to thirty years. We’ve had numerous plans with them with several of our entities in the medical field, and have at least 50 people on various plans. When we set up our plans, Pension Parameters is very helpful, and once we have them in place, they are always responsive and cooperative, displaying a great deal of creativity and cooperation.
SMALL BUSINESSES GET A BIG EDGE THAT LARGE COMPANIES CANNOT POSSIBLY PROVIDE
Pension Parameters, with which we have worked many years with numerous plans, is so accessible. I always know I can reach them anytime. Our company has unique issues because we are several companies, and Pension Parameters works on each one, despite the fact that we utilize several plans including defined benefit plans and 401(k)s. We notice how much effort they put in informing trustees and participants of their options on a real-time basis, which we think has been quite useful.