Omega Pensions, Inc.
At Omega Pensions, Inc., we believe that a secure financial future starts with a well-designed retirement plan. As a Third-Party Administrator (TPA), we partner with business owners, financial advisors, and plan sponsors to help navigate the complexities of retirement planning and to stay aligned with IRS regulations. With over 100 years of combined expertise, our mission is to help you and your employees achieve peace of mind and long-term financial success.
... no copy here ...
... no copy here ...
Trusted Expertise. Tailored Solutions.
Since 1985, Omega Pensions has provided independent expertise in pension consulting and plan administration. We specialize in crafting and maintaining customized retirement solutions that align with the unique goals of our clients and their participants. Whether you're a business owner looking to maximize tax advantages or an employee aiming to build your retirement savings, we’re here to guide you every step of the way.
Our collaborative approach means we work closely with your CPA, attorney, and team to design and implement a plan tailored to your needs. From seamless installation to ongoing support, Omega Pensions is dedicated to delivering excellence at every stage.
Our Services
We provide a comprehensive range of services designed to support your financial goals and simplify the complexities of retirement planning and wealth management. Our offerings include:
Retirement Plan Services
- Custom Plan Design and Consulting
- 401(k), Safe Harbor, Profit Sharing, and Cash Balance Plans
- Compliance Testing and Regulatory Support
- Plan Administration and Recordkeeping
- Participant Education and Engagement Programs
- Annual Plan Reviews and Ongoing Support
- Wealth Management Services
Advisory Services
- Risk-Based Portfolio Management
- Retirement Income Strategies & IRA Rollovers
- Education and Guidance for Long-Term Financial Goals
- Tax-Efficient Investment Strategies
- Regular Portfolio Reviews and Adjustments
- Fiduciary Support
Comprehensive Fiduciary Education and Guidance
- Development of Investment Policy Statements
- Ongoing Due Diligence and Monitoring
- Assistance with Fiduciary Liability Insurance and ERISA Bonding
- Participant-Focused Support
Individualized Investment Advice
- Access to Online Enrollment and Educational Tools
- Group and One-on-One Financial Planning Sessions
- Re-Enrollment Meetings and Educational Seminars
- Administrative Expertise
- Electronic Filing of Forms and Compliance Documents
- Safe Harbor and Annual Contribution Calculations
- Loan and Distribution Processing
- Plan Document Maintenance and Amendments
Whether you’re a business owner seeking a streamlined retirement plan or an individual looking to grow and protect your wealth, our team at Omega Pensions is here to provide the expertise and personalized support you need.
Our Clients
We maintain strategic expertise across a broad range of investor profiles
Let's talk.
Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.