Premier Pension Solutions

What Premier Pension Solutions does

Premier Pension Solutions is a privately held, for-profit service firm based in Waco, Texas, that offers three interconnected service lines to retirement plan sponsors: pension consultation, plan design, and third-party administration (TPA). The company's stated scope positions it as a boutique provider that can support plan sponsors across the full plan lifecycle, from initial design decisions through ongoing administrative compliance and reporting obligations typical of U.S. qualified retirement arrangements.

The firm's operating footprint is micro-scale, with the firmographic record indicating 1-10 employees and no disclosed offices beyond the Waco headquarters. The business model appears to be a professional services model billed against consultation hours, design projects, and recurring per-plan administrative fees, although no pricing, fee schedule, or contract value information is publicly disclosed. The company does not list any third-party platforms, recordkeeping partnerships, or technology stack components in the available data, and its public website currently renders only a verification placeholder page, which limits the ability to verify service depth, technology posture, or operational scale from first-party material.

The evidence base for this analysis is thin. There are no disclosed management team profiles, no customer logos, no funding events, no certifications or compliance designations, and no product roadmap material in the input. As a result, conclusions about customer mix, geographic reach beyond Waco, technology differentiation, and revenue scale are necessarily constrained; downstream diligence should prioritize direct outreach to obtain plan sponsor counts, average plan size, headcount growth, and pricing structure before any investment decision is made.

Name

Premier Pension Solutions

Website

https://premierpensionsolutions.com

Company type

Private

Headcount range

1–10 employees

Short description

Premier Pension Solutions is a privately held, micro-scale firm in Waco, Texas that provides pension consultation, plan design, and third-party administration services to U.S. retirement plan sponsors, operating with 1-10 employees.

Ownership category

akta.pro rank

Product category

Pension and Retirement Plan Administration Services

NAICS

Pension Funds (525110)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

akta.pro secondary industry

Corporate & Public Pension Funds (DB/DC Sponsors) (FSAAAGAA)

Keywords

• Pension consultation
• Retirement plan design
• Third party administration
• Pension administration services
• Actuarial consulting

Headquarters

HQ city

Waco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Core offering

Premier Pension Solutions provides pension and retirement plan consultation, plan design, and third party administration services. The firm supports employer clients in establishing, structuring, and administering pension/retirement programs on an outsourced basis. Its service mix combines advisory (consultation and design) with ongoing back-office administration.

Differentiator

Problem solved

Functional benefit

Products and services

• Pension and Retirement Plan Consultation Advisory service that helps employer clients evaluate, structure, and make decisions regarding their pension or retirement plan programs. Intended for employer organizations that need external expertise to plan, govern, or modify a retirement benefit offering.
• Retirement Plan Design Design service for structuring the features, eligibility, contributions, and compliance framework of an employer-sponsored pension or retirement plan. Targeted at employers establishing a new plan or redesigning an existing one.
• Third Party Pension Administration Ongoing outsourced administration of employer-sponsored pension or retirement plans, handling back-office recordkeeping, compliance, participant servicing, and plan operations. Intended for employer plan sponsors that prefer to outsource ongoing plan administration to a third party administrator.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Empower: Empower is one of the largest US retirement plan recordkeepers and TPAs, providing plan administration, compliance, and participant services to employer plan sponsors. It is the most direct scaled competitor to Premier Pension Solutions in the same employer retirement plan administration category.
• Ascensus: Ascensus is one of the largest independent retirement and education savings TPAs in the US, focused on small and mid-sized plan sponsors. It competes directly with Premier Pension Solutions in the third-party administration niche the firm targets.

Broad incumbents

• Fidelity Investments: Fidelity provides recordkeeping, administration, and advisory services for workplace retirement plans alongside a much broader retail and institutional asset management franchise. It is a broad incumbent competing for the same employer plan relationships.
• Vanguard: Vanguard offers retirement plan recordkeeping and administrative services to small and mid-sized employers as part of its broader investment management business. Its low-cost, scale-based recordkeeping model competes directly with boutique TPAs in the small-plan segment.
• T. Rowe Price Retirement Plan Services: T. Rowe Price offers retirement plan recordkeeping, administration, and investment-only services to corporate plan sponsors. As a broad incumbent with a dedicated retirement services business, it competes for the same employer plan mandates.
• ADP Retirement Services: ADP offers 401(k) and retirement plan administration bundled with its payroll and HR solutions to small and mid-sized employers. As a broader workforce-management incumbent, it competes with boutique TPAs for the same small/mid-market plan sponsors.
• Paychex Retirement Services: Paychex provides 401(k) plan administration, recordkeeping, and retirement plan services, often bundled with its payroll and HR outsourcing products. It targets the small/mid-sized employer segment that boutique TPAs like Premier Pension Solutions also serve.
• Charles Schwab: Schwab provides retirement plan services including recordkeeping, plan design support, and participant education to employer plan sponsors. As a broad incumbent in financial services, it competes in the same employer retirement plan administration category.
• John Hancock Retirement Plan Services: John Hancock provides retirement plan administration, recordkeeping, and participant services to mid-sized and large employers, often through advisor and broker channels. It is a broad incumbent in the same employer retirement plan administration market.
• Principal Financial Group: Principal offers retirement plan administration, recordkeeping, and pension risk transfer services to mid-sized and large employers. It is a broad incumbent whose retirement services business overlaps directly with Premier Pension Solutions' offering.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat1 record

Key risks5 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/premier-pension-solutions-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Premier Pension Solutions