Why Choose Pension Plan Services?

Our mission is to provide exceptional retirement and tax-sheltered services, tailored to meet the specific needs of corporations and individuals. It extends beyond simply fulfilling compliance requirements to helping plan sponsors and participants achieve their retirement goals.

For over 40 years Pension Plan Services has provided Administrative, Actuarial, and Retirement Plan Consulting. We pride ourselves in delivering individualized customer service to our Financial Advisors, small business owners, and Plan Sponsors across the country. With over 600 clients employing thousands of employees, Pension Plan Services is committed to provide our clients the benefit of a personal, one-on-one, Third Party Administration with years of retirement expertise.

Why Choose Pension Plan Services

Meet our team

Our greatest asset is our team of experienced professionals. Our clients are served by consultants who not only have a strong professional drive but who also understand the need for personal service. They are committed to providing our clients with exceptional service.

Officers – Leadership

Patty Dickerson

MSA, QKA | President
14 years experience

Gary Holvick

CLU | Vice President
42 years experience

Debbie Kowalczyk

Controller
40 years experience

Bill Blank

Marketing Director
9 years experience

Plan Consultants

Karen Castaldi

Sr. Pension Consultant
20 years experience

Tom Chambers

Sr. Pension Consultant
12 years experience

Cheryl Stough

QKA | Sr. Pension Consultant
18 years experience

Tony Kranz

Jr. Pension Consultant
3 years experience

Laurie Vamos

Participant Distributions & Loans
40 years experience

Lauren Gibson

Administrative Assistant
2 years experience