Our Company
Founded in 1987 by Edward M. Dempsey, CFP, Pension Partners, LLC currently manages more than 100 pension and 401(k) plans nationwide. We offer a unique proprietary pension planning process that empowers corporate pension plan trustees and employee participants alike to increase and protect retirement assets while reducing plan administration time and expenses.
Acting as fee-based money management consultants, Pension Partners, LLC uses a highly tax-efficient process to manage clients’ taxable investments. Employing an institutional money management approach, we analyze each investor’s risk profile and create custom portfolio allocations to match his or her profile. We then assign a discrete section of each portfolio to a specialist money manager and carefully monitor its performance against the market environment and the client’s evolving financial requirements.
Our investment decisions are not influenced by trading fees or commission-based relationships. We select equities, bonds, money markets, mutual funds and other investment vehicles based on your investment profile and goals. Our fees are calculated as a percentage of your portfolio value. Our success is dependent on your success.
Our team of Certified Financial Planners (CFP), Chartered Life Insurance Underwriters (CLU), and registered investment advisors offers an array of financial planning services including retirement and estate planning, investment portfolio management, insurance brokering, and taxation advice to corporations, small businesses, estates, trusts, and individuals.
- Phone: (212) 255-5000
- E-mail: solutions@pensionpartners.com
- Or use our contact form.
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Recent News
Retirement and investing news that will affect how you generate retirement income in the 21st century
- Gap in Medicare Drug Coverage Causes Some to Stop Medication The doughnut hole is what many people call the gap in Medicare Part D prescription drug coverage. Seniors who reach this gap must pay for the entire cost of their prescriptions out of pocket. Some retirees who can’t afford their medicines actually stop tr
- Obama and McCain Offer Opinions on Social Security Senator McCain said he remains open to private investment accounts for younger people, while Senator Obama would rather raise taxes for those earning more than $250,000 a year to shore up the system. (US News 9/8/08)
- A Road Map For Women In Retirement Frank and Millen had spent many lunches trying to sort out what to do with their own retirements. They came to realize that they were on the leading edge of a generation of women better educated and more ambitious than any before. (U.S. News 09/03/08)
- How The Housing Crash Hurts Your Retirement You already know that the housing crisis has wreaked havoc with the economy, not to mention the lives of millions who’ve lost or could lose their homes. But there may be a less obvious casualty: your retirement prosperity. (CNNMoney 09/02/08)
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How will a falling dollar affect the way you save for your retirement? Specifically, how do you profit from the effects of this development?Recent Posts
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Books I'm currently reading
There are four other bubbles also deserving of attention, according to America’s Bubble Economy: a stock-market bubble, a foreigner-supported-dollar bubble, a consumer-debt bubble and a U.S.-debt bubble. When the five collide in a “bubblequake”…
“Cooper’s most novel doctrine is that investors do not have to be irrational to generate bubbles.” - Financial Times
Posterity may remember this as a seminal book in the field of 21st century economics. Indeed, rarely has a book offered such a grim yet well argued view of the current economic situation facing the world. -Steven Irvine, FinanceAsia
America’s Great Depression is a staple of modern economic literature and crucial for understanding a pivotal event in American and world history. Since it first appeared in 1963, it has been the definitive treatment of the causes of the depression.
The economic tipping point for the United States is no longer theoretical. It is a reality today. The country has gone from the world’s largest creditor to its greatest debtor; the value of the dollar is sinking; domestic manufacturing is winding down…
When a book proclaims that it is not about the decline of America but the rise of everyone else, readers might expect another diatribe about our dismal post-9/11 world. They are in for a pleasant surprise.Blogroll
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