Engage Pension Services, Inc. for Your Retirement Plan Design
We are delighted by your interest in working with Pension Services, Inc. to design a customized retirement plan. To prepare an illustration tailored to your specific needs, please download and complete both the Plan Design Questionnaire and the Census-Design files below.
If you choose to print and complete the Plan Design Questionnaire, please fax it to us at (305) 274-1882. For security reasons, we require the completed Census-Design form to be uploaded through our secure website.
For U.S. Plans
- US Census-Design – Microsoft Excel form. (Enable macros if prompted. For assistance, contact our IT department at (305) 595-5500, ext. 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. (Enable macros if prompted. For assistance, contact our IT department at (305) 595-5500, ext. 206.)
- Puerto Rico Plan Design (English) – PDF fillable document
- Puerto Rico Plan Installation – PDF fillable document
- Puerto Rico Plan Takeover (English) – PDF fillable document