Pension Advisors

Description

Pension Advisors is an Independent Investment Advisory firm founded in Cleveland, Ohio. With our strict focus on the retirement industry, we provide our clients with a better understanding of the industry, the providers, the funds, the fees and the available technology. We work with our clients in every aspect of the retirement process - including finding the best plan product, offering investment advice, negotiating the fees and contracts of the plan, as well as proactively and aggressively servicing our clients on an on-going, systematic basis.

I have been in this business for over 16 years now and have never experienced anything like the 3rd quarter of 2007. I recently tried to describe the market activity to a participant and compared it to Joe Turner’s 1950's hit song. First we were all Shaken, then we were all Rattled by the market, then the Fed adjusted rates and the market Rolled.

What differentiates us the most is our hands-on approach with plan participants. Since our beginning, we insist on being in front of our clients and their plan participants. We believe that the education and support that we provide is unmatched in the industry. Our vendors tell us that they don’t have other registered representatives that put as much into the plan participant education as our firm does. We are on the front line; we are involved with every aspect of the plan, and are always available to clients and plan participants with questions, issues or concerns. In fact, we conduct “office hours” at our clients’ locations after plan participant education sessions to ensure that any participant who desires one-on-one advisory services will be able to meet with one of our team members. We know that this has made a significant difference in increasing participation as well as contribution levels.

Debi Stranman is a Senior Client Manager at Pension Advisors. She is a veteran in the industry with 25+ years of retirement plan experience. Her background with an actuarial/TPA firm in Columbus Ohio provides her with technical knowledge and expertise complimenting her long term consulting/management role she had for 18 years with an employee benefits firm in Cleveland, Ohio. She has experience in the private and public sectors and has managed plans from $1m to $350m of assets. Debi specializes in qualified plan design and compliance as well as mergers and acquisitions providing her the skillset to consult and service her clients with Pension Advisors.

We provide a comprehensive analysis by utilizing multiple tools, including Zephyr's Style Advisor, Morningstar Direct, FI360 and proprietary systems.

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