Value Added Service
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    Our Mission    
   

Organization

 

We offer a systematic approach to maintaining records for each fund, using the most advanced and comprehensive integrated database management tools on the market today.  We also have a programmer on staff to tailor these programs to the requirements of each client.  Thus, we can provide information to the trustees and participants in any useful format as needed.

 

Accessibility

 

We have one overriding purpose:  To be available when our clients need us.  We will serve not only the trustees, but each active participant and retired beneficiary of your fund.

 

Service

 

We believe that each participant in the fund deserves our respect and consideration.  We look forward to demonstrating to you the commitment to excellence that we offer all our clients.

 

Communication

 

We consider communication with the trustees and the participants of the fund of the highest importance.  In addition to traditional forms of communication, the Pension Resource Center also offers internet access to bring timely information to the participants of your fund.

 


   
    State of the Art    
   

The Pension Resource Center utilizes the latest technology and computer software to administer your Pension Fund. With the assistance of this technology, we can provide you with accurate benefit calculations and estimates, bookkeeping services, electronic transfers of funds, and interface with payroll software.

 

The Trustees and Participants can access the Virtual Pension Office through the Internet, via our web page at www.ResourceCenters.com:

 

à         Pension Plan documents.

à         Minutes.

à         Recent Plan investment performance.

à         Forms and applications.

à         Links to State Laws.

à         Other Board selected and customized information.

 


   
    Experience and Integrity    
   

The Pension Resource Center specializes in the administration of benefits for public employee groups.  We also bring extensive experience on the design and installation of qualified pension plans and ERISA guidelines.  Because we provide financial services and products to many clients on an individual basis, we can also address the special needs of each participant as well. 

 

We will be pleased to offer references from both the trustees and the participants for the plans that we currently serve.

 


   
         
Main Office

4360 Northlake Blvd, Suite 206,
Palm Beach Gardens, FL 33410

Phone: (561) 624-3277
Fax: (561) 624-3278

Fort Myers Office

4100 Center Pointe Dr, Suite 108,
Fort Myers, FL 33916

Phone: (239) 573-4750
Fax: (239) 573-4752

Orlando Office

231 East Colonial Dr. Suite 100,
Orlando, FL 32801

Phone (561) 855-2209