Medical / Dental and Other Professionals Practices
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.
GREAT VALUE-AND LONG DISTANCE NO PROBLEM
We’ve been using Pension Parameters, which provides excellent service, for more than 20 years They provide answers to us in a timely fashion and they understand and explain the legalities for profit -sharing plans.
We’re in Maine; they’re in New York and New Jersey, and it still works fine- with personal service. I believe we receive tremendous value for the money that we spend.
READY TO HELP WHEN WE HAVE STAFF CHANGES OR IRS & COMPLIANCE NEEDS
I only need to talk to Pension Parameters about four times a year, but know that they will be immediately responsive to anything we need such as adding a new staff member to the plan or making an investment change for the portfolio. They have developed a secure online access website for plan review and even management for the employer and employee which empowers the investors.
Our practice has been using Pension Parameters about 15 years, and in that time, they have provided guidance about new kinds of plans as well as direct us in our investment choices that might be appropriate. Additionally, they handle all our form completion and submission for the IRS which saves us time and expense.
I like them because they are easy to work with and as a business owner, I can get what I need when I want it. They are reachable and responsive any questions and there’s never more than an hour delays. This helps us use our time for what we do best.
PENSION PARAMETERS IS LIKE FAMILY
We’ve been with Pension Parameters since 1976. We’re a family business. They’re a family business. And it feels like family; there’s consistency. We have been working with the same account managers over time; they don’t keep making internal changes. At meetings, they are always hardworking, and it’s obvious that they work hard to stay current on any new developments that will help us and our employees.
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.
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.
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.