Pension

Home
Services
Advisors
Compensation
News
Client Privacy
Search
Site Map
Contact Us

 

Pension Plans

Connie Beard
Director of Administration
Pension Plan 
Management, Inc.

Ms. Beard is responsible for analyzing the unique retirement plan needs of a company, performing feasibility studies and creating and administering the plan documents, tax reporting and IRS compliance issues.


Contact Information: 

6 Venture, Suite 200 
Irvine, CA 92618
(949) 727-1220
(949) 727-4034 Fax
PensionPlanMgmt@aol.com

Back Up Next

 
      

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.
Investment Advisory Services, including fee-based asset management
accounts held through NFS, LLC, are offered through 1st Global Advisors,
Inc.  All other financial planning services are offered through Financial
Dynamics, LLC.  Financial Dynamics, LLC and 1st Global Capital Corp. are
not affiliated.  Mortgage, credit and real estate services are offered by
entities unaffiliated with 1st Global Capital Corp.
Send mail to Rob Leanza with questions or comments about this web site.
Copyright © 2007 Financial Dynamics, LLC.  All Rights Reserved.
Last modified: May 26, 2008.