Priority Pension Services, Inc. (PPS) offers a strategic approach on pension consulting. As retirement specialists and employee benefits consultants we strive to provide plan sponsors with creative but affordable solutions to retirement plan issues. We are advocates for business owners and compliance assistance is our specialty. We also assist advisors not specialized retirement plans on how to keep their client's plans in compliance with IRS and DOL regulations.
In the standard advisor capacity we allocate earnings and assets into our custom designed plans, resulting in tax savings and more opportunities to satisfy employee needs. As advisors to individuals we provide plan offerings best suited for their lifestyle and budget. Depending on your needs and the scope of the project, we will provide solutions for both short-term and long-term assignments; no project is too small at our firm.
PPS is independently owned and operated with no financial ties to insurance companies, brokerage firms or any other financial institution. Our independence and industry experience enables us to offer our clients sound employee benefits and compensation advice while remaining completely objective in our recommendations. PPS strives to provide its clients with a broad range of services to meet their individual needs. We are a client-centered, service oriented firm dedicated to developing good working relationships between our clients, their legal and financial representatives, and our staff. We believe that this effective communication is paramount to the development of effective pension programs.
Having come from decades in the Actuarial and TPA field, Dawn and her team offer something different, especially in regards to plan compliance. Recent SCOTUS rulings have put fiduciaries at risk. Seeing the confusion caused by improper advisory and the damage caused to businesses from DOL Audits and IRS fines, Dawn felt compelled to use her expertise to offer services that protect companies and their employees.
In 2006, Dawn established Priority Pension Services, Inc. Over the last decade she has expanded the firm to include more opportunities for her clients: many actuarial, financial, and insurance plan offerings have been added to assist in providing them security in their future. She is the head consultant for the majority of clients. Dawn's unique expertise is designing retirement plans that offer tax savings advantages, such as Defined Benefit and Cash Balance Plans. She also specializes in retirement plan compliance and plan sponsor/fiduciary education & support.
Prior to the start of PPS she was employed in various roles for a number of large consulting firms including Mutual of America, Deloitte & Touche, Comprehensive Consulting Group, ERP Actuaries and Consultants and Associated Pension Services. In that capacity she provided consulting services for both defined benefit and defined contribution, eventually managing a team of consultants in the defined contribution area. Dawn's diverse retirement plan knowledge was utilized to develop and manage new sales channels for expanding additional centers of influence within the 401(k) and Qualified Plan Market. Dawn is a graduate of the State University of New York at Stony Brook with a Bachelor’s of Science Degree in Applied Mathematics and Statistics and has passed a number of actuarial exams sponsored by the Society of Actuaries.
Retirement Plan Consultants
PenServ Plan Services
Mutual of Omaha