Why Us?

Why Choose Orion to Help Form Your Defined Benefit Plan?

Our objective is simple: to make your defined benefit plan a resounding success by providing you soup-to-nuts design and management of your plan combined with the highest level of personalized service.

We provide our clients a comprehensive and cost-effective turn-key defined benefit plan solution which includes the following:

  • Plan design
  • Ongoing plan administration
  • Professional management of plan investments

Read more about what we do on our How It Works page.

Our Solution is:

  • Convenient
  • Affordable
  • Transparent
  • Easy to set-up and track

At Orion, we work with a pension administration partner that is highly experienced and solely focused on helping high-income professionals with Defined Benefit plans.  In conjunction with our partner, we use prototype plan documents that are already in use with existing plan owners and are familiar to the IRS.  Using a prototype plan (as opposed to having new documents drawn up by your own actuary or tax attorney) is a very cost-effective solution; it helps us hold down the costs of starting and administering your plan.  

IRS Paperwork

We handle all of the paperwork and confer directly with your CPA concerning the required annual IRS filings.

Customized Investment Management

Our open-architecture platform ensures our clients have access to a wide range of investments. Accounts are held in the name of the plan and are accessible to our clients 24/7 via secure website. Clients confer directly with Orion portfolio managers to ensure their plan investments are managed according to their unique financial circumstances.

 

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