Welcome to Island Pension Associates

Island Pension Associates LLC is a Massachusetts based full-service retirement plan services firm that is able to meet the needs of small businesses throughout Connecticut, Massachusetts, New Hampshire and Rhode Island, and a few cases beyond. The owner and principal consultant of Island Pension Associates is Robert Doss. Bob is a CPA (inactive) and attorney by background who has specialized in design, administration and consulting for all types of retirement plans for over 30 years.

We understand the needs of small and emerging businesses and organizations, and can meet with owners, managers and employees face-to-face to discuss, design and maintain customized retirement plans. A retirement plan is one of the most valuable long-range investments you can make for you and your employees. You have a right to expect a design appropriate for your needs and trouble-free program administration. We take pride in having successfully developed and maintained retirement plans for hundreds of organizations over the years.

We charge for our services on a fee-only basis. We are not involved in investment management or investment product sales nor do we receive any commissions or other investment-based compensation. We also do not operate from a fixed fee schedule, with a base charge and extras based on the number of participants and/or additional services. Our experience indicates that the effect of that approach is that some clients end up subsidizing others. Instead, we customize services and fees based on an individual client’s needs and requirements. Wherever possible, a fee for any and all services is agreed upon in advance of the performance of services. It will typically be an all-inclusive fee, with no extras based on the number of participants or variable services such as distributions or loan processing. Agreements reached as to services to be performed and fees for those services will be committed to a Service Agreement. We do not charge for any initial consultation with a client, prior to the assessment of and agreement as to the scope of services and fees.

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If you would like to learn more about Island Pension Associates, select the most convenient method below to contact us. We look forward to assisting you with your retirement plan needs.

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