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Innovative Retirement & Benefit Solutions | Pension Dynamics Home Login Services Retirement Plans Benefit Plans Free Benchmark Review Forms Retirement Plan Forms Benefit Plan Forms Resources Articles Books Newsletters Videos Fidelity Bond Update on Coronavirus / COVID-19 Due to the Contra Costa Health Services Shelter in Place order , we’re working remotely as much as possible. You can continue to contact us via phone & email. Please call our help desk at 925 956 0505 for any inquiries. Read more here. Pension Dynamics is now part of CBIZ CBIZ, Inc. is one of the nation’s leading Retirement Plan Services providers and a leading provider of professional advisory services including benefits, HR and payroll solutions. READ MORE Working together to build your tomorrow Search Utility Menu Search Login Home Participants Employers About Contact Us Contact Us For more information: Get in Touch 925.956.0505 Services Retirement Plans Benefit Plans Complimentary Benchmark Request a Quote Forms Retirement Plan Forms Benefit Plan Forms Resources Articles Books Industry News Videos Fidelity Bond IRS Limits FAQs Retirement Benefits Forms Retirement Plan Forms Benefit Plan Forms Resources Articles Videos Books IRS Limits Industry News Tools & Calculators Services Retirement Benefits Complimentary Benchmark Request a Quote Resources Articles Industry News Videos Books Portal Additional Resources Planning & Advice Compliance Calendar IRS Limits ERISA Fidelity Bonds Fiduciary Liability Insurance CompanyCompany Facts Executive Team Testimonials Careers News Room Expect more from your plan? Request a Quote Has your plan been reviewed lately? Request a Complimentary Benchmark Review Unhappy with your current plan? Request a Quote Has your plan been reviewed lately? Request a Complimentary Benchmark Review Innovative Retirement & Benefit Solutions Designed to promote your financial well-being View our Resources For Participants See our Services For Employers Learn More Request a Quote Since 1979, Pension Dynamics has been a leading retirement and benefits plan provider to San Francisco Bay Area companies We provide high quality retirement and benefit plans for your business, offering a wide variety of plans including 401(k), 403(b), 457(b), Defined Benefit, Cash Balance, Profit Sharing, Flexible Spending Accounts, Health Reimbursement Accounts (including Wellness), Commuter Plans, and COBRA Administration. Our knowledgeable staff has established a national reputation as compliance experts and we pride ourselves on our independent and objective advisory services designed specifically to address your business’ requirements. Let Pension Dynamics to be your full-service retirement and/or benefits plan provider and make your plans successful from design through administration, recordkeeping and investment advisory services. Learn more... Retirement Services Benefit Services News Room Mar. 17, 2020 A message to our clients regarding COVID-19 Read More Mar. 10, 2020 CBIZ Retirement Plan Services Named One of the 2020 PLANADVISER Top 100 Retirement Plan Advisers Read More Feb. 10, 2020 Pension Dynamics is now part of CBIZ Read More Sep. 20, 2017 Pension Dynamics named to the San Francisco Business Journal Lists Read More Read All Recent Articles Jan. 24, 2020 What’s Best? Listen to Experts or Update Your Appetite for Risk Read More Dec. 2, 2019 Twenty Basic Concepts Create Successful Investment Results Read More Nov. 19, 2019 Retirement Income’s Simple Solution Read More Oct. 10, 2019 Living With the Self-Inflicted Turbulence Read More May. 22, 2019 With Market Near a Record, Bond Funds Deserve a Look Read More Read All Industry News Jan. 14, 2020 Annual Market Review 2019 Read More Jan. 14, 2020 Quarterly Market Review - 2019 Q4: Tuning Out the Noise Read More Jan. 14, 2020 Quarterly Market Review - 2019 Q4: Tuning Out the Noise Read More Nov. 12, 2019 Benefit Insights: IRS Announces 2020 Limits & Safe Harbor 401(k) Plan Design & Hardship Distributions New Ruling Read More Oct. 10, 2019 Quarterly Market Review - 2019 Q3: Timing Isn’t Everything Read More Read All As an independent employee retirement and benefits firm with deep plan expertise and experience, Pension Dynamics is uniquely qualified to design and administer your employee retirement and benefit plan. Get In Touch Contact Us Contact Contact Contact Us 925.956.0505 M-F: 8am - 5pm PST 925.956.0506 Quick Links About Contact Login Participants Retirement Benefits Request a Quote Connect With Us Visit Us Pension Dynamics Company 2300 Contra Costa Blvd. Suite 400 Pleasant Hill, CA 94523 Copyright 2018 © Pension Dynamics Company LLC. All rights reserved. Securities offered through Pension Dynamics Securities Corporation, member FINRA. Research our firm with FINRA’s BrokerCheck . Investment Advisory Services offered through Stephen James Butler LLC. Footer menu Terms Business Continuity...