Welcome to Jim Hallinan Pension Consulting, LLC
Retirement Plan Consultants to Small Business
Plan, Invest, Save
Let’s build a plan that works for YOU
Jim Hallinan Pension Consulting, LLC, a pension consulting practice designed specifically to answer the needs of small business qualified retirement plan design and administration.
Small business plan design has many implications that large businesses do not face. Simple demographic changes such as the addition of a new owner or the termination of an employee can significantly change how benefits are allocated. A smart plan design up front can eliminate costly surprises at year end.
Our Approach
Why choose a Third-Party Administrator?
A third-party administrator is focused on your success. This means our service model is focused on providing you flexibility. We work to understand your business and retirement goals. We strive to provide you the same quality service you provide your customers.
Service Model
- Our number one deliverable is
customer service. - You can call and speak with the same
people you are familiar with. - We provide fast and clear responses
to questions and requests.
Plan Flexibility
- You have someone to discuss plan design based on what benefits your company most.
- Design changes have our personal attention making them quick and simple.
Investment Flexibility
- You can choose your investment options from several
platforms. - If your needs change, we present options and aid in the asset transfer.
- We work to minimize plan document changes, allowing you to keep your focus on your business.
James Hallinan, Jr., CFP® has over 30 years in the business of designing and administering retirement plans for small businesses. Mr. Hallinan is a Certified Pension Consultant with the American Society of Pension Professionals and Actuaries and a CERTIFIED FINANCIAL PLANNER®.
Get in touch
Contact JHPC Today
Ph: (860) 561-8425
Fax: (860) 561-8426
10 Talcott Notch Rd.
Suite 200
Farmington, CT 06032