Investment By Design

Providing efficient portfolio management and customized investment strategies.

Commitment to Support

Personalized assistance from Pension Architects results in benefits to the company and for plan participants.

Retirement Education

One goal - Helping participants attain a successful retirement.

About Us

Pension Architects has emerged as a specialist in providing full service, custom retirement programs. Our team designs and manages various types of retirement plans for a wide array of corporations and foundations located throughout the United States. Read More

Mission Statement

At Pension Architects®, our goal is to collaborate with our clients to develop a customized blueprint for their qualified retirement plan with the purpose of enhancing plan implementation, execution, and oversight. Our team seeks to combine their talents and experience to design plans which exceed industry standards by incorporating... Read More

Services

In order to ensure that high standards are consistently met, Pensions Architects has created a platform that strives to provide superior and reliable program quality in the following areas ... Read More
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    • 19848 Pacific Coast Highway , Malibu, CA 90265
    Phone: (800) 563-7166 Fax: (310) 456-6963
    Email: info@pensionarchitects.com

    Pension Architects is a registered servicemark of, and the PA logo is a servicemark of, First Financial Services LLC

    IMPORTANT CONSUMER INFORMATION:

    This communication is strictly intended for individuals residing in the states listed below. No offers may be made or accepted from any resident outside the specific state(s) referenced.

    A broker-dealer, Registered Investment Adviser, BD agent, or Investment Advisor Representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

    For information concerning the licensing status or disciplinary history of a broker-dealer, registered investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.

    Securities offered through United Planners' Financial Services of America. A Limited Partnership. Member FINRA/SIPC. Pension Architects and United Planners are not affiliated.

    We are registered to sell Securities in the following states: California, Minnesota, and Connecticut.