Peace of Mind in Retirement
Planning for retirement is hard. PensionPlus makes it easy by turning your savings into a lifelong monthly paycheck.
Peace of Mind in Retirement
See what our clients have to say:
PensionPlus was founded by leading financial experts from UCLA, Wharton and Duke.
This is how PensionPlus creates your lifelong retirement paycheck:
You tell us about your retirement savings, like your 401(k) and IRA.
Answer ten simple questions about your goals, needs and preferred retirement lifestyle.
PensionPlus uses the latest science to create a personalized monthly paycheck that lasts for the rest of your life.
There’s no need to transfer any funds. You stay in complete control of your savings, which continue to grow in the same accounts.
For our financial professional partners,
PensionPlus offers a new way to help your clients in retirement.
Our lifelong paycheck gives your clients the peace of mind they deserve.
PensionPlus helps keep assets in the plan, where they can continue to grow.
Our platform grows businesses using an innovative retirement income solution.
“PensionPlus is the most exciting retirement product I’ve seen in a very long time.”
George P. Fraser, CRPS™ - RBG
Retirement Specialist