Founded in 2008, Redwood Pensions, LLC is a specialized financial services firm that operates as a third-party administrator (TPA) for qualified retirement plans such as 401(k)s and Defined Benefit Plans. The company serves small to medium-sized businesses by providing comprehensive services including custom plan design, document preparation, compliance testing, and annual government reporting. Their business model focuses on partnering with financial advisors to service mutual clients, handling the complex administrative and compliance aspects of retirement plans while the advisor manages the investments.

Founded in

United States