The Pension Department, Inc. - Melville, New York

The Pension Department, Inc.

The Pension Department, Inc. is a reputable consulting firm located at 105 Maxess Rd, Melville, NY 11747. They have been providing expert advice and managing pension plans for clients nationwide. With a phone number of 63462999, and website at thepensiondepartment.com, they are easily accessible.

Specializing in consultant services, The Pension Department, Inc. offers a wide range of solutions to help individuals and businesses manage their financial future. Other notable features include onsite services, wheelchair accessibility, and a welcoming environment for the LGBTQ+ community and transgender individuals.

With an impressive 14 reviews on Google My Business and an average rating of 5/5, The Pension Department, Inc. has consistently delivered exceptional service to its clients. Reviews highlight the efficiency, professionalism, and personalized attention clients receive, making the process of managing pensions and financial matters seamless and stress-free.

One satisfied client shared, 'Brett provided exceptional service in assisting with my rollover account. His efficiency and professionalism made the process seamless and stress-free. I appreciate his attention to detail and prompt responses, which helped me understand each step.'

Another client mentioned, 'Brett and the team are always supportive and easy to communicate with. Having them handle our HR, 401k and much more has made it much easier for us to operate as a growing company. We will continue to recommend Brett for anyone who is interested.'

Given their exceptional track record, commitment to accessibility, and dedication to client satisfaction, The Pension Department, Inc. is highly recommended for anyone seeking professional guidance and management for their pension plans and financial matters.

👍 Reviews of The Pension Department, Inc.

David R.

5/5

Brett provided exceptional service in assisting with my rollover account. His efficiency and professionalism made the process seamless and stress-free. I appreciate his attention to detail and prompt responses, which helped me understand each step. I highly recommend Brett for anyone needing assistance with financial matters!

Mike G.

5/5

Brett and the team are always supportive and easy to communicate with. Having them handle our HR, 401k and much more has made it much easier for us to operate as a growing company. We will continue to recommend Brett for anyone who is interested.

Maria S.

5/5

Brett, I just wanted to thank you for all of your help. Although you are the Third Party Administrator on our 401k, you continue to overdeliver on your service. You have given us ideas on how to structure the sale of our business. Most people would have just done their job on the 401k and left the sale of the business to the attorney. However you have given us valuable information on the sale of the business and have helped us tremendously.

Marie C.

5/5

I called The Pension Department looking for a Section 125 Plan.
I feel that most people would have just given me a Section 125 Plan.
However, Brett at The Pension Department took the time to speak with me to see what my needs were. After awhile he said that what I was looking for was a Qualified Small Employer
Health Reimbursement Arrangement. I highly recommended Brett and The Pension Department for all of your employee benefit needs.”

William M.

5/5

Brett Goldstein and The Pension Department are: no nonsense, high quality, and great value, from my experience. I highly recommend. So many of his competitors tried to take advantage of my ignorance on what was needed, but not Brett and TPD. I took a chance with Brett and TPD and I am glad I did. Thank you Brett, I feel blessed to have found your service.

Brant K.

5/5

Brett is very responsive and did a good job explaining the pros, cons and options associated with a Solo 401K. The plan is very extensive and includes all the necessary documents for loans, Roth conversions, etc... Thanks Brett!

MONNA C.

5/5

I can't recommend The Pension Department, Inc. enough. If you're in need for services of this nature then look no further! It was so difficult to find them and I'm incredibly grateful that they were recommended to me. My case was handled with the utmost expedience, professionalism and care. Brett was kind and patient through an extremely stressful situation- they even communicated after hours whenever there were any updates in the file. They are competent, thorough and easy to work with. 10/10, would give more stars if Google would let me.

Joe O.

5/5

Brett took the time to fully explain the benefit we were considering. He was considerate and extremely helpful. Well versed in his area of expertise. I would recommend to anyone seeking benefits.