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Pension Dynamics is the preferred retirement benefits plan service provider for the San Francisco Bay Area. We are independent of financial institutions that are in the business of investing assets. Our clients choose investments from a virtually unlimited universe of no-load fund choices solely on the basis of an expectation of superior performance and a certainty of low internal fees, free from sales or marketing costs.

Minimizing Retirement Plan Costs

Most retirement plan advisors focus your attention on the visible costs associated with the plan but leave the hidden costs, well, hidden. We don’t agree with that. Those hidden or soft dollar costs can, over the years, substantially reduce the amount of retirement savings a participant will have.

Getting the Most from Your Retirement Plan

Too many employers have been let down by retirement plans that are high on cost and short on results. We believe plan sponsors and participants should have high expectations of their retirement plan and their plan administrator. Pension Dynamics can help your business offer retirement services that are affordable, easy to administer, fully compliant and flexible.

Retirement Plan Administration and Compliance

For many employers, the administration and compliance oversight required for managing retirement plans can be overwhelming. Pension Dynamics will maintain your plans, ensure your plans will be in compliance, and submit all of the required filings.

We provide the following comprehensive services as part of your company’s retirement plan:

Plan Design & Documentation

Investment Advisory Services

Record Keeping

Administrative Support Services

Participant & Sponsor Accounts
24/7 online account access

Fiduciary Services

Education Services
For employers and employees