Pension Planning Solutions, Inc.

Pension Planning Solutions, Inc. is a financial advisor firm based in Greensboro, NC, established in November 2006. The firm specializes in providing consulting services to qualified retirement plans, offering individual portfolio management services and retirement plan consulting services. They manage client assets totaling approximately $9,107,145 million as of March 31, 2025, on a non-discretionary basis. For individual portfolio management services, the firm charges an annual fee ranging between 0.20% and 1.00% of assets under management, with a minimum account size of $250,000. Retirement plan services fees range from 0.10% to 0.75% of plan assets, with a minimum annual fee of $5,000. Michael Quinlivan, the President and Chief Compliance Officer, holds professional designations including Certified Pension Consultant, Chartered Financial Consultant, and Accredited Investment Fiduciary. He has no disciplinary events to report and is responsible for overseeing the firm's compliance programs. The firm does not charge performance-based fees and does not have custody of client funds or securities. Clients have the option to place reasonable restrictions on investments and receive quarterly account reviews and reports. Michael Quinlivan can receive additional benefits from product sponsors, which may present a conflict of interest. He serves as the Chief Compliance Officer and has not been involved in any arbitration awards or civil proceedings.