2025-11-06T22:13:02.920Z

Working with Brett professionally has been an excellent experience. His knowledge base is deep and impressive.

2025-04-04T15:32:52.128Z

Brett provided exceptional service in assisting with my rollover account. His efficiency and professionalism made the process seamless and stress-free. I appreciate his attention to detail and prompt responses, which helped me understand each step. I highly recommend Brett for anyone needing assistance with financial matters!

2024-08-09T16:07:44.181Z

Brett was very knowledgeable and gave me nuanced direction that was insightful, helpful, and practical.

2023-12-01T22:56:47.239Z

Brett and the team are always supportive and easy to communicate with. Having them handle our HR, 401k and much more has made it much easier for us to operate as a growing company. We will continue to recommend Brett for anyone who is interested.

2023-05-22T18:00:56.729Z

I called The Pension Department looking for a Section 125 Plan.I feel that most people would have just given me a Section 125 Plan.However, Brett at The Pension Department took the time to speak with me to see what my needs were. After awhile he said that what I was looking for was a Qualified Small EmployerHealth Reimbursement Arrangement. I highly recommended Brett and The Pension Department for all of your employee benefit needs.”

2023-02-22T21:08:31.758Z

Brett, I just wanted to thank you for all of your help. Although you are the Third Party Administrator on our 401k, you continue to overdeliver on your service. You have given us ideas on how to structure the sale of our business. Most people would have just done their job on the 401k and left the sale of the business to the attorney. However you have given us valuable information on the sale of the business and have helped us tremendously.

2023-01-13T20:14:03.756Z

My payroll company referred me to Brett at The Pension Department, Inc.I had questions about my employee benefits plans. Although I was not a client of The Pension Department, Inc., they answered all of my questions without charge.I really can’t thank them enough for helping out. Most companies would not have been so helpful unless I was a client.

2022-07-25T21:25:13.077Z

Brett is very responsive and did a good job explaining the pros, cons and options associated with a Solo 401K. The plan is very extensive and includes all the necessary documents for loans, Roth conversions, etc... Thanks Brett!