Pensionalysis, Inc.

2 reviews

+1 (415) 459-0504

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401k plans, defined contribution plans, defined benefit plans, cash balance plans, and the list goes onward - we do it all.

Our retirement planning headquarters is centrally located in Marin County, California, where our team supports retirement plans nationwide.

John Cheplick founded Pensionalysis over 40 years ago to help businesses with their retirement plans. Today, it's family owned and local.

We're retirement experts, based in the beautiful Bay Area, with over 40+ years designing top retirement plans for businesses.

We design top business retirement plans with our local and family owned mindset: custom solutions for your businesses retirement needs.

Family owned and operated in Downtown San Anselmo - our home for several decades now.

522 San Anselmo Ave

San Anselmo, CA 94960

+1 (415) 459-0504

http://www.pensionalysis.com

Pensionanalysis is a firm that designs and adminsters business retirement plans and employee benefit plans. Its clients consist mainly of small businesses. John Cheplick and Don Rubien are the principals at the firm, and they provide their services to Marin County.

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Reviews

1.02 reviews

PM K.

7/26/2024

Pensionalysis was very frustrating to work with in the past. Now they have merged with Loren D. Stark Company, if they were MIA before, they are super MIA now. I started the process of a IRA...

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