My Pension Tree
@mypensiontree.com
Cash balance plans for businesses with employees. Keep your key people, fund it from profit, and let our in-house actuarial desk handle design, compliance and administration.
My Pension Tree's Company Logos
My Pension Tree's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#6EE7B7
Riptide
110, 231, 183
156, 72, 67
52, 0, 21, 9
#132115
Racing Green
19, 33, 21
129, 27, 10
42, 0, 36, 87
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About My Pension Tree
MyPensionTree helps business owners design and manage retirement plans intended to support tax-advantaged savings and employee retention. Its services include cash balance and defined benefit plans, 401(k) plans with profit sharing, and fully insured 412(e)(3) plans. The company serves businesses with employees as well as self-employed and solo owners, including professionals such as physicians, dentists, consultants, and attorneys.
A central offering is the cash balance plan, which can allow eligible owners to make larger retirement contributions than a 401(k) alone, subject to individual plan design, census data, and testing. MyPensionTree says its in-house actuarial team handles plan design, annual valuations, compliance, testing, and administration. It also offers pension rescue reviews for overfunded or frozen plans, actuarial services, and strategies involving life insurance owned by a qualified plan. The company provides educational guides, calculators, and resources on retirement plans, tax strategies, and ERISA compliance, and offers a referral program for accountants and advisors.
Brand industry
Finance
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