With over twenty years experience PensionTrend has seen almost every type of plan imaginable and has dealt with thousands of plan participants. Our record speaks for itself. 

Firm Profile
Established in 1982, PensionTrend, Inc. has created programs for single-person organizations and for corporations with thousands of employees, so we understand the maze of retirement and employee benefit plans. Our hallmark is retirement planning with a customized approach to design, administering and reporting, with a special emphasis on employee education.

PensionTrend Professionals
Our professional staff comes from specialized diverse disciplines including accounting, investing, actuarial science, law and communications. These disciplines, teamed together at PensionTrend, provide our clients with sophisticated plan designs that make sense from multiple perspectives for retirement, estate and financial planning and portfolio management.

How Satisfied Are Our Clients?

Client Satisfaction Survey, March 2005
Conducted by Capitol Research Services, Lansing, MI

• 95% of our respondents place a high level of trust in PensionTrend.
• More than 94% of respondents consider themselves either extremely satisfied or very satisfied with PensionTrend. No clients reported being dissatisfied with our service. 
• More than 92% rate the overall quality provided by PensionTrend as excellent or above average.