Firm Profile

Pension Investors Corporation of Orlando, Inc. was founded in 1982 by our president, Timothy L. Messett, CLU. The company provides qualified retirement plan services in addition to estate planning and insurance consulting. Our retirement plan services include plan design, implementation and annual administration. The plans are designed based upon each client's specific needs, objectives and requirements.

Staff

Our professional staff consists of consultants, plan administrators, accountants, financial planners and actuaries. Our staff is committed to providing the highest quality service and assist you in achieving your retirement goals. Many of our staff hold designations and credentials related to their areas of expertise.

Performance

Clients experience personal interaction with a designated administrator and dedicated consultant familiar with their situation. We provide personal services. Annual work is personally hand delivered and reviewed with all our clients. Our staff will be happy to provide technical support for any questions. We maintain state of the art computer systems to provide innovative planning as well as insurance design. Our firm regularly sponsors and teaches Florida Board of Accountancy approved AICPA and FICPA courses throughout the state.

Value

Our fees include limited trust accounting, client visits, employee meetings, annual preparation of reports and government filings. Also included are meetings with your tax advisors. The high quality of our service provides a competitive edge in the qualified plan industry. We provide services to every category of business entity - S Corporations, C Corporations, Partnerships, LLC, LLP, PA, PC, Sole Proprietorships and Not-For-Profit.