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We work for Financial Advisors.

We understand that financial advisors monitor their client’s entire financial situation, not just their retirement plan. We take care of the details so you can focus on the bigger picture. Our team has the expertise to design the right plan for your client and the resources to answer technical questions promptly and personally. We take an active role in plan implementation, assist with recordkeeper RFP’s upon request, and share our retirement experience and expertise with you.

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We also value the trust you place in Michigan Pension & Actuarial Services when you recommend our services to your clients. We’ve been small business TPAs for over 25 years. We have earned the trust of over 250 clients and have consistently had a client turnover rate lower than 1%.

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We listen to and understand your client’s objectives and concerns

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We offer answers to technical questions at the point of sale – and after

We design a tailored-to-fit retirement plan

Let’s Work Together

Get in touch so we can start working together.

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