Save Smarter. Work Less. Retire Better.

Looking for a customized retirement plan solution to save taxes, time, and money? We can help.

For Employers

We’ll analyze your options and custom-craft a plan that benefits you and your employees.

Explore Plan Types

For Advisors

Accountants and Financial Advisors: We make it easier for you to serve your clients.

How we help Advisors

“Their wealth of knowledge across plan types and the dedication shown to servicing clients is astounding.”

“They’re a valuable partner and have done a great job helping us through challenges with plan contributions.”

“Their depth of knowledge, responsiveness, creativity and proactive approach all contribute to peace of mind.”

“Their wealth of knowledge across plan types and the dedication shown to servicing clients is astounding.”

“They’re a valuable partner and have done a great job helping us through challenges with plan contributions.”

“Their depth of knowledge, responsiveness, creativity and proactive approach all contribute to peace of mind.”

Grant Brown, President and Jeffrey Brown, Founder/Chairman

From defined benefit plans for business owners to 401(k) plans for hundreds of employees, we want to help your business save.

Grant Brown, VP and Jeffrey Brown, President

From defined benefit plans for business owners to 401(k) plans for hundreds of employees, we want to help your business save.

How we help you:

Cost-Saving Customization

Take full advantage of the current tax law using our expert knowledge and technical software.

We partner with your advisors to better understand and optimize your tax and retirement planning. Put away retirement savings for you and your employees instead of sending those dollars to the IRS.

Responsive Personalized Service

We act as your extended HR department for 401(k) and Cash Balance plan needs and questions.

Each plan is assigned a dedicated plan manager that averages 20+ years with Compensation Planning. Relax. We’ll make the complex simple and help meet your fiduciary duties in administering the plan.

Discover our services

Trusted Expert Guidance

We’re “Pension Nerds” that love problem-solving and educating clients, advisors, and ourselves.

We have an Enrolled Actuary and two IRS Enrolled Retirement Plan Agents on Staff to represent you with IRS/DOL. They include a former Professor in Bryant University’s MST Program and an ASSPA Academic Achievement Award Recipient.

Get to know us

Our experts will brilliantly design and administer your personalized plan and proactively consult with you about changing laws and business needs.

Compensation Planning saves taxes, time, and money for almost 1,000 businesses across Southern New England and beyond.

Start your optimized plan:

Save Smarter. Work Less. Retire Better.

Looking for a customized retirement plan solution to save taxes, time, and money? We can help.

For Employers

For Advisors

From defined benefit plans for business owners to 401(k) plans for hundreds of employees, we want to help your business save.

From defined benefit plans for business owners to 401(k) plans for hundreds of employees, we want to help your business save.

How we help you:

Cost-Saving Customization

Take full advantage of the current tax law using our expert knowledge and technical software.

Responsive Personalized Service

We act as your extended HR department for 401(k) and Cash Balance plan needs and questions.

Trusted Expert Guidance

We’re “Pension Nerds” that love problem-solving and educating clients, advisors, and ourselves.

Our experts will brilliantly design and administer your personalized plan and proactively consult with you about changing laws and business needs.

Compensation Planning saves taxes, time, and money for almost 1,000 businesses across Southern New England and beyond.

Start your optimized plan:

Let us optimize your retirement plan.

Services

Plan Types

Why Us

Stories

About