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Navigate Your Retirement
Confidently

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Providing essential guidance for your pension plan and planning needs.

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Who We Are

Our Mission

L & S Pension Services is dedicated to providing personalized comprehensive pension plan design for businesses of all sizes.

Our Team

Gary S Berman  - Founder and Principal​​

Jonathan L Berman - Client Relations and Plan Management

Why Choose L & S

With over 30 years in business, our long history and personalized approach sets us apart. We prioritize ready access to staff, ensuring you receive timely and tailored advice when you need it. Our goal is to help you make informed decisions regarding your pension plan options. With us, you have the support you need for a secure retirement.

Our Services

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1

Plan Design

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  • Plan type

    • 401k

    • Defined benefit/ cash balance

    • Profit sharing

  • Adoption and implementation

  • Plan maintenance

  • Annual administration

  • Plan sponsor support

2

​Compliance

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  • Form 5500 preparation/filing

  • Actuarial review

  • ADP/ACP testing

  • Audit support as needed

3

Participants

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  • Annual performance statements

  • Loan administration

  • Distribution guidance 

  • Plan interpretation and communication

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