Defined Benefit Services
At Pension Live, our actuaries and consultants distinguish us from the worldwide actuarial firms by bringing ingenuity, efficiency
and dedication to our clients while consistently offering a substantial cost savings on each project we undertake. By applying the
most cutting-edge tools and techniques toward benefit plan consulting and administration services, we clear the pathway to
never-before-experienced levels of customization and client satisfaction.
Pension Live is the premier source for defined benefit plan sponsors seeking innovative and practical pension administration solutions
via the web. Our cost-effective, fully customizable services and web applications radically reduce the time, expense and complexity
associated with pension plan sponsorship.
With clients, offices and strategic partners from coast to coast – including international partners in both Canada and Europe –
Pension Live is ready to handle all of your organizations DB needs at a 30% to 50% savings over the usual crowd.
Defined Contribution Services
Pension Live’s professionals and partners can provide qualified retirement plan consulting and administration services including
plan design, implementation, compliance testing, government reporting and vendor search/benchmarking/management. We work with all types
of DC Plans such as, traditional 401(k), safe harbor 401(k), profit sharing, and money purchase.
Our clients - plan fiduciaries, advisors, and other service organizations - turn to Pension Live for our knowledge of the market, our expert
analysis of products and investments, our successful track record and our unbiased perspective. Since we don’t sell or market 401(k) products,
our clients can be sure that our advice is not influenced by commissions, soft dollars or by any ties to a preferred vendor.
Investment Services
Pension Live’s investment consultants provide independent, objective investment advice and information services delivered at a reasonable cost.
It is not difficult to pick good funds if you have the right information. Pension Live’s investment research reports can help you easily identify
the better performing funds offered by your 401(k) investment provider. In a recent trade magazine survey about half of the plan fiduciaries responded
that they manage their plan's investments on their own. Pension Live can save plan fiduciaries, plan participants and the company tens of thousands
of dollars in fees.
To learn more about how P & B Live can be a partner to your organization or to schedule some time to discuss your benefit
offerings and objectives please contact us at (800) 963-5358.
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- Actuarial Funding Valuation
- Asset / Liability Modeling
- Benefit Calculations
- Call Center
- Compliance Testing
- Communications
- FASB Expense and Disclosure
- GASB Reporting
- Government Reporting (5500)
- Investment Monitoring
- Investment Policy
- Mergers and Acquisitions
- Non-discrimination Testing
- Pension Admin Solutions
- Pension Web Solutions
- Pension Statements
- Plan Design
- Plan Termination
- Projections
- QDROs
- Summary Plan Descriptions
- Total Retirement Statements
- Union Negotiations
- Vendor Search / Management
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