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Our advisors are dedicated to achieving your financial goals

Omega Pensions, Inc. is an independent pension consulting and administrative firm. For over 32 years we have been focused on building and maintaining quality retirement plans, and educating our participants to use them.

Since 1985 Omega Pensions, Inc. has assisted hundreds of business owners, managers, and their advisors in the design, installation, service, and administration of qualified retirement programs, and tax deferrals and shelters for firms and their stakeholders.

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Upon selection of the best plan to fit client needs, Omega Pensions assumes complete plan installation responsibilities. We work side-by-side with the client's CPA, attorney, and employees to create a smooth transition to their selected plan.

We offer turnkey solutions backed by professional program maintenance including: 

  • Actuarial Valuations
  • Preparation of Government Forms
  • Preparation of Employee Benefit Statements
  • Proactive Compliance
  • Ongoing Consultation
  • In-Depth Annual Reviews
 

Services

  • Simple 401(k) Plans
  • 401(k) Plans
  • Safe Harbor 401(k) Plans
  • 403(b) Plans
  • Simple IRA
  • SEP
  • Defined Benefit Plans
  • Profit Sharing Plans
  • Age Weighted Plans
  • New Comparability/Cross Tested Plans

We Offer Personalized Plans to Match Your Needs

One-size fits all policies are best left to vacation bike helmets. At Omega Pensions, Inc., we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Full Service Consulting

Our client's concerns come first. At Omega Pensions we take the time to fully understand a client's position in order propose, implement, and maintain the best retirement plan possible.

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Minimize Fiduciary Liability

Our goal is for investors to achieve superior long term performance through disciplined investment processes and proper diversification strategies.

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Turnkey Administration

Retirement plan administration is a key component to the overall effectiveness of the plan. At Omega Pensions, we handle all administrative issues pertaining to our client's plans.

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