We are pleased to learn of your interest in engaging Pension Services, Inc. to design a retirement plan. In order to prepare an illustration of a Retirement Plan to fit your needs you must download and complete the Plan Design Questionnaire and Census-Design.

If you print the Plan Design Questionnaire, you can fax it to us at (305) 274-1882 upon completion. However we require the completed Census-Design to be uploaded through our secure website.

For US Plans

US Census-Design Microsoft Excel form. (If prompted, please enable macros when opening this file. If you need assistance, contact our IT department at (305) 595-5500 extension 206.
US Plan Design Web Form.
US Plan Installation PDF fillable document.
US Plan Takeover PDF fillable document.

For Puerto Rico Plans

Puerto Rico Census-Template Microsoft Excel form. (If prompted, please enable macros when opening this file. If you need assistance, contact our IT department at (305) 595-5500 extension 206.
Puerto Rico Plan Design (English) PDF fillable document.
Puerto Rico Plan Installation PDF fillable document.
Puerto Rico Plan Takeover (English) PDF fillable document.