# My Pension Tree

- **Website:** <https://mypensiontree.com>
- **Primary alias:** `mypensiontree.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/mypensiontree)
- [instagram](https://instagram.com/mypensiontree)
- [facebook](https://facebook.com/profile.php?id=61557640775155)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idkHSoRVx_/w/384/h/156/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1757725407905)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idkHSoRVx_/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790448267101)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Racing Green | #132115 | dark |
| White | #ffffff | light |
| Riptide | #6ee7b7 | accent |

## Fonts

- var(--font-roboto) — asset _(custom)_

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_Source: <https://brandfetch.com/mypensiontree.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._