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THEPENSION401K
The Pension 401k is a registered investment advisor and professional plan consultant that sets plan sponsors and their employees up for a successful...
Overview
The Pension 401k is a registered investment advisor and professional plan consultant that sets plan sponsors and their employees up for a successful retirement as defined by ERISA. The firm designs and manages 401(k) and Cash Balance Plans that strengthen employee financial wellness and help business owners maximize tax-deductible retirement savings. Plans are designed to function like a pension, eliminate complexity and reduce compliance risk, with investments professionally managed by an ERISA 3(38) investment manager.
General information
Principals
Robert Schumann
Accredited Investment Fiduciary Analyst
Robert Schumann
founder of The Pension 401k, LLC
David Ron
Director of Technology
Christopher Tanner
Team Advisor
Cameron Moore
Team Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at THEPENSION401K?
No investment decision-makers are named in any public record or database. The entity's governance structure is unknown.
What asset classes does THEPENSION401K invest in?
No asset-class allocations have been disclosed by the entity or reported in any external source. Its investment mandate, if any, is not public.
How large is THEPENSION401K?
THEPENSION401K has disclosed no AUM, assets under advisement, or any financial metrics. No third-party publication has estimated its size.
Does THEPENSION401K have a website or public communications?
No website, LinkedIn profile, or official communications have been located in public sources. The entity lacks any discoverable digital footprint.
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