Beard Pension Services
Beard Pension Services, Inc, founded in 1981, is a full service retirement plan, investment and consulting firm located in Youngstown, Ohio. We work closely with small business owners to design, maintain, and administer qualified pension plans such as Profit Sharing, 401(k), Defined Benefit, 403(b) and other types of plans. We employ a team of professionals, working to give you superior retirement plan management from a single office. Our professionals combine diverse areas of expertise — employee benefits, investments, legal issues, tax law, financial and estate planning, and technology — to provide the best service possible. Through Beard Financial Services, Inc, we manage over 400 plans and over $500 million for small to medium-sized employers in Eastern Ohio and Western Pennsylvania.
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Verified contacts
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11 to 50 range
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Distinct roles
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- BW
Brad Walker
Financial Planner · Finance & Accounting
EmailPhone - JR
James Rafoth
Attorney - CPA · Legal
EmailPhone - RW
Rachel White
401(K) Plan Administrator · Finance & Accounting
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Top roles at Beard Pension Services
6 distinct titles indexed · top 6 shown.
- 2pension administrator
- 1401(k) plan administrator
- 1attorney - cpa
- 1financial planner
- 1intern
- 1senior pension administrator
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