First, a Little About Us
We have partnered with small business owner's and their advisors for over 25 years to provide quality retirement plan consulting and administration. Our team has the experience and expertise to help plan sponsors navigate the legal, accounting, and actuarial needs of their plans. We support plan sponsors with thorough, responsive and personal day to day plan administration to make sure their plan operates smoothly.
Our History
1996
Dan Bolda founded Michigan Pension and Financial
1997
Michigan Pension hired its first full time plan administrator, Beth Snipes
2000
Added our 100th Plan
2015
Expanded office to 13 Mile Location
2019
Began administering Cash Balance and Defined Benefit Plans in-house
2022
Expanded our office to our current Northwestern Highway location
2023
The actuarial and administrative side of the business spins off to form Michigan Pension & Actuarial Services. Erik Bolda becomes President.
2023
Added our 250th Plan