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Pension Maxima helps business owners and plan sponsors benchmark 401(k) fees, capture tax credits and deductions, and run a better retirement plan for the business, its employees and its owners. Bonnie Yam, CFP®, CFA, AIF®, is an ERISA 3(21) fiduciary with 25+ years in pension consulting.
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#5A94F7
Cornflower Blue
90, 148, 247
218, 91, 66
64, 40, 0, 3
#011F43
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1, 31, 67
213, 97, 13
99, 54, 0, 74
#FFFFFF
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255, 255, 255
0, 0, 100
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Pension Maxima Investment Advisory helps business owners and retirement plan sponsors evaluate and improve workplace retirement plans. Led by Bonnie Yam, an ERISA 3(21) fiduciary with more than 25 years of pension consulting experience, the firm provides guidance on plan costs, design, investments, fiduciary processes, tax savings, and employee financial wellness. Its services include 401(k) fee benchmarking using public Form 5500 filings, plan evaluations and provider searches, investment due diligence, fiduciary process reviews, and participant education.
Pension Maxima also helps clients consider plan features such as Cash Balance plans, New Comparability, Roth 401(k) options, and automatic enrollment and contribution increases. For employers starting a retirement plan, the firm explains how available federal tax credits may help offset certain costs; established plans can explore potential tax deductions and design improvements. The firm works with business owners, HR teams, third-party administrators, and recordkeepers to identify opportunities and support more efficient plan management
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Finance
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The Pension Maxima name, logos and brand assets are trademarks of Pension Maxima and its affiliates. Brandfetch isn't affiliated with or endorsed by Pension Maxima. Their use is subject to Pension Maxima's brand guidelines.
