OUR ADVISORY STAFF

So you don't have to search the country for the right pension and tax specialists, and pay out exorbitant hourly fees, we have assembled a select group of advisors that provide the expertise required to set up and administer this special type of pension transfer trust plan.

Plan Sponsor:
PENSION TRANSFER ADVISORS, Inc.:

• Dean Joyner:   Client Relations
• Carrie Tapian:   Client Relations
• Mickey Parker CPA:   Client Relations / Plan Trustee
• Johan Revis, MSPA:   Actuary
• Ami Givon, ERISA:   ERISA Attorney
• Joost Revis, CPC, QPA:   Plan Administrator
• Cynthia Brown, Esq., CPA: Plan Attorney
• Gary Anderson CBI:   Appraiser
• Ken Klages:   IT services

Pension Transfer Advisors
has partnered with:

TRUST BANK:
Bank of America Corporation – San Francisco

THIRD PARTY ADMINISTRATOR:
Destel-Bergen Corporation

CUSTODIAN:
Transamerica Retirement Services

INVESTMENT ADVISORY:
Bank of America/Merrill Lynch

AUDITOR FIRM:
Montage Auditing, LLP
Certified Public Accountants

ERISA ATTORNEYS:
GCA Law Partners, LLP

Call us at 800-782-3036 for references.