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What Can We Do for You?

  • ESOPs

    An ESOP is a type of defined contribution plan that many employers use to reward employee productivity and performance while creating liquidity, diversification, and significant tax benefits. Employees are allocated company stock in their ESOP accounts, which they can sell back to the company upon retirement.

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  • 401(k)

    401(k)s and other defined contribution plans such as 403(b), 457, Roth and Profit Sharing allow employees to direct a portion of their pay tax-deferred or post-tax. These are the most common retirement plan structures and rely on a combination of pre-defined employee and sponsor contributions.

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  • Pensions

    Defined benefit plans begin with a fixed, pre-established benefit amount structured to be paid as an annuity during retirement, or, less frequently, as a lump sum.  Many employers seek these plans because they allow higher annual contributions (and tax deductions), and employees value the benefit they provide.

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Who We Serve

  • "One of the major responsibilities we have as an esop company is communicating to our employee owners the benefits of their esop—focus pensions esop access portal saves time and provides a ‘paperless’ electronic delivery of benefits to our employee owners.”

    Tracy Bourandas, COO
    Cost Containment Group

  • “No longer a new company, it was time to reassess our goals and make sure we were taking care of our biggest assets – our employees. Focus talked us through plan design ideas that aligned our short and long term company goals so all employees could share in the success.”

    Andrew Stanten, President
    Altitude Marketing

  • “We knew from the start we needed a TPA that had the right blend of service and technical expertise to protect our plan and our employees. Focus earned our trust and confidence from the start and has kept our plan compliant.”

    Ken Springer, Founder/President
    Corporate Resolutions

The Focus Pension Difference

RETIREMENT PLANNING SHOULD BE MORE THAN A CHECKBOX

INDEPENDENT & OBJECTIVE

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We are not investment advisors and we don't take fees based on the size of your plan, so you always know our advice is independent and objective.

CONSULTATIVЕ APPROACH

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With Focus Pension, you have a single point of contact providing real answers and always keeping an eye on how plan details affect your company, participants and fiduciaries.

ESOP EXPERTISE

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We understand the complex nuances of ESOP structures and work with your entire team of advisors to ensure the management of your ESOP is straightforward and clear.

FIDUCIARY SUPPORT

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Focus Pension helps you fully understand your fiduciary obligations and how to best meet them so you are sure to remain in compliance.

FREE PLAN ANALYSIS

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Helping you understand the critical details of your benefit plan. Focus Pension offers free plan analysis so you can choose the right partner.

Custom ESOP Portals

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24/7 visibility into your ESOP, secure cloud storage, the convenience of paperless plan communication, and a quick way for your team to manage your fiduciary responsibilities.

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