Peter Stephan `78

The Pension Group, Inc. is one of Orange County’s largest independent pension consulting and administration firms. The firm provides professional fee-based services to over 600 companies that sponsor qualified pension, profit sharing and 401(k) plans.

Peter began his career in 1975 in qualified pension plan consulting and administration with CPI Pension Services (now CNA Trust) located in Costa Mesa, California. His career advanced to a pension administration consultant position with PCC Financial Services Company (now Pacific Life). CPI and PCC provided extensive exposure to the marketing and technical aspects of qualified pension plan design and administration. Prior to the formation of The Pension Group, Inc. in early 1984, Peter was the Director of Marketing and a principal of Santa Ana-based Coordinated Pension Services, Inc. which was acquired by a large banking concern. He is a graduate of California State University at Fullerton, where he earned a Bachelor of Science degree in finance. Peter is past 1996 and 1997 President of the National Institute of Pension Administrators, Inc. (NIPA), an associate member of the American Society of Pension Actuaries (ASPA), participates as an advisor to both insurance companies and mutual funds companies on 401(k) plan services’ development and is active supporter of the Profit Sharing/401(k) Council of America. Peter resides in Laguna Niguel, California, along with his wife Cindy and son Taylor.

For more information contact Ola Carr at: (657) 278-2566.



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