Since our founding over 40 years ago, Pensionalysis has stood as the preeminent retirement planning consultant in Marin County, helping businesses across the Bay Area with their retirement plans.
Today, we’re excited to announce a new chapter in our journey: a partnership with Loren D. Stark Company (LDSCO), which will enhance and expand our services to our valued clients, community and partners.
While our name may change, we’ll still offer the same great services to our clients, partners, and community. As a result of this partnership with Loren D. Stark, our clients will benefit from an even broader range of offerings, including 3(16) fiduciary services, non-qualified plans, and additional in-house resources including ERISA attorneys, more actuaries, Qualified 401(k) Administrators (QKA), and other highly credentialed pension professionals who will enhance our capability to meet your needs.
Loren D. Stark Company, a family and employee-owned enterprise since 1910, now entering its fourth generation, mirrors our commitment to a client-focused approach and shared company values. Today, they help clients in a world-class fashion across a broad range of industries.
We look forward to continuing to serve you, now with a greater capacity. Should you have any questions or wish to learn more about the Loren D. Stark Company and the expanded services now available to you, please feel free to reach out. Discover more about Loren D. Stark Company here: www.LDSCO.com.
Our number will now also redirect to the new line: 415-459-0504
Thank you,
– Dayton
Loren D. Stark II | President
Loren D. Stark Company
– The Pensionalysis team
Founded by John Cheplick (1953 – 2022)
Pensionalysis, Inc.
Retirement plan administration since 1981
Email: hi@pensionalysis.com
Phone: 415-459-0504
Please note our new address: 407 San Anselmo Ave, San Anselmo, CA, 94960
40+ years of administration
Pensionalysis Inc. was founded in 1981 as a third-party administrator for retirement plans. Since then, we’ve been focused on being a side kick to retirement administration.
Administration, everywhere
We’ve helped companies of all shapes and sizes with their retirement administration and have provided services for different kinds of qualified plans.
San Francisco to New York City
We started in the Bay Area and now we are also operating out of New York City. We look forward to working with clients from coast to coast.
Retirement administration basics
Our retirement planning services cover the administration of 401(k) plans, defined contribution plans, profit sharing plans, and more.
Up to date computing
Our in-house tech team prioritizes the latest in technology and we are working to bring our community more tools to speed up our services.
Need an administrator?
Pensionalysis Inc. focuses on the administration of retirement plans, offering third-party support to businesses looking for administrative resources. We do not involve ourselves at all in managing money, offering investment advice, or handling financial market activities. Additionally, we are not certified public accountants (CPAs) or tax advisors. For financial or tax guidance, please consult with a qualified professional. Our primary service is to help administer organizations in managing their retirement plans effectively.