Piper Pension & Profit Sharing

What Piper Pension & Profit Sharing does

Piper Pension & Profit Sharing is a full-service pension, profit sharing, and 401(k) administration and actuarial consulting firm headquartered in Los Angeles, California, founded on February 1, 1994. The firm serves small employers and business owners with a vertically integrated service offering that spans plan design and installation (preparing plan documents, trust agreements, summary plan descriptions, and IRS submission forms), annual administration (eligibility determination, contribution allocations, top-heavy testing under IRC Section 416, Form 5500/5500-SF/5500-EZ electronic filing, SAR preparation, and PBGC annual reporting), and defined benefit actuarial consulting (minimum funding standard calculations, actuarial certification, and accrued/vested benefit determinations).

The firm operates as a human-delivered professional services practice rather than a technology platform, with no proprietary software, app, or API disclosed. Revenue is generated through professional services fees for actuarial consulting and ongoing administration, with pricing handled on a quote basis given the custom nature of plan work. The go-to-market is direct and consultative, targeting California small employers, supported by an inbound content engine consisting of periodic newsletters and downloadable plan documents and forms.

The business is privately held and founder-operated, with Kurt F. Piper serving as Owner and Chief Actuary and Nitz Lannon as Administrator. The firm has no disclosed external investment, no parent company, no subsidiaries, and no listed partnerships, awards, or technology certifications. Operating geography is restricted to California with a single Los Angeles business office.

Name

Piper Pension & Profit Sharing

Legal name

Piper Pension & Profit Sharing

Website

https://piperpension.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Piper Pension & Profit Sharing is a privately held, founder-operated actuarial and administration firm founded in 1994 that provides pension, profit sharing, and 401(k) plan design, compliance, and ongoing administration services to small employers and business owners, primarily in California.

Ownership category

akta.pro rank

Product category

Retirement Plan Administration

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

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

akta.pro secondary industry

Employee Benefit & Retirement Plan Trust Services (FSAAANAC)

Keywords

• Pension administration
• 401(k) administration
• Actuarial consulting
• Profit sharing plans
• Defined benefit plans

Headquarters

HQ city

Venice

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Pension and 401(k) Administration Services: Professional services revenue from providing administration and actuarial consulting services for pension, profit sharing, and 401(k) plans. Services include plan design, installation, annual administration, compliance reporting, and actuarial calculations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Piper Pension & Profit Sharing is a full-service pension, profit sharing, and 401(k) administration agency that delivers plan design and installation, annual administrative services, actuarial consulting, and compliance reporting (including Form 5500/5500-SF/5500-EZ and PBGC filings) to small employers and business owners. The firm specializes in designing retirement plans tailored to small employers, providing year-round administration and actuarial support required under ERISA, IRC, and PBGC rules.

Product overview

Piper Pension & Profit Sharing is a full-service pension, profit sharing, and 401(k) administration firm offering a unified suite of actuarial and administrative services. The core offering combines pension administration services, profit sharing plan administration, 401(k) plan administration, and actuarial consulting into an integrated service for small employers. Supporting services include plan design and installation assistance, annual administrative services covering defined contribution and defined benefit plans, Form 5500 filing, and downloadable client forms and worksheets. The firm operates as a service-based practice rather than a software platform, providing human-led administration rather than automated technology solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Plan Design and Installation Services Assists an employer's legal counsel in preparing retirement plan documents, including Plan Document, Corporation Resolution, Trust Agreement, Summary Plan Description, Notification to Interested Parties, IRS submission forms (2848D, 5300, 5301, 5302, 5307), Enrollment and Beneficiary Designation Forms, and Department of Labor transmittal letters.
• Annual Administrative Services
• Actuarial Consulting Services
• Form 5500 Filing Services

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• Pentegra: Provider of retirement plan administration, actuarial consulting, and plan design services to small and mid-sized employers and financial institutions. Directly comparable to Piper across pension, profit sharing, and 401(k) administration with a similar compliance-heavy service profile.
• DWC ERISA Consultants: Small, specialized firm providing 401(k) and retirement plan administration, ERISA compliance, and Form 5500 filing. Directly comparable to Piper in service scope (plan admin + compliance for smaller employers) and boutique firm structure.
• Plan Administrators Inc. (PAi): Third-party administrator serving defined contribution and defined benefit plans for small to mid-sized employers. Comparable to Piper in core TPA activities — plan administration, compliance, actuarial work — though operating at greater scale.
• SageView Advisory Group: Retirement plan advisory and consulting firm serving small and mid-sized plan sponsors. Comparable to Piper in its focus on plan design, ongoing administration, and compliance support for small employers seeking senior-level advisory attention.
• October Three Consulting: Actuarial and pension administration firm focused on small and mid-sized employer retirement plans. Highly comparable to Piper in target market (small employers), service mix (actuarial consulting plus 401(k) and defined benefit administration), and consultative delivery model.

Emerging players

• Vestwell: Digital retirement and savings platform providing 401(k) and pooled employer plan administration for small and mid-sized businesses. Comparable to Piper's 401(k) administration offering but with a technology-first delivery model.
• Guideline: Tech-enabled 401(k) platform targeting small businesses with automated plan setup, administration, and compliance. Overlaps with Piper's small-employer 401(k) segment but competes on automation and price rather than bespoke actuarial service.

Broad incumbents

• Fidelity Workplace Investing: Workplace retirement arm of Fidelity Investments offering 401(k) and retirement plan administration to employers of all sizes. Comparable to Piper's 401(k) administration work but at vastly greater scale and via an integrated recordkeeping platform.
• Empower Retirement: Large-scale retirement plan recordkeeper and administrator serving plans of all sizes, including small employer 401(k)s. Overlaps with Piper across 401(k) administration but competes via scale, technology, and bundled investment products rather than boutique actuarial expertise.
• T. Rowe Price Retirement Plan Services: Retirement plan recordkeeping and administration business of T. Rowe Price serving small to large plan sponsors. Overlaps with Piper in serving small employers with 401(k) administration and compliance but competes via investment capabilities and bundled services.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Piper Pension & Profit Sharing