Pattison Pension Specialists

Retirement plan design, administration, and consulting are the core services offered to organizations of all sizes. Plan design includes 401(k), 403(b), cash balance, defined benefit, governmental, solo, and employee stock ownership plans, as well as combined 401(k)/ESOP plans and ROBS arrangements. Administration covers plan accounting, recordkeeping, discrimination testing, audit support, governmental reporting, and required filings and notices. Consulting includes employee education, plan projections, tax planning support, succession planning, and assistance with recordkeeper changes, mergers, and governmental inquiries. Pattison Pension is an independent third party administrator that works with custodians, advisors, accountants, and ERISA attorneys. The firm serves clients in Albuquerque and throughout New Mexico.