The Senex Group is headed and staffed with knowledgeable retirement plan professionals. The senior principals of the firm each bring almost 30 years experience in retirement planning to the designing and evaluation of every plan. Our staff members include ERISA experts, ASPA Certified Administrators, Certified Pension Consultants (CPC), Chartered Financial Consultants (ChFC), Chartered Life Underwriters (CLU), Certified Financial Planners (CFP), an enrolled actuary, an attorney and a Certified Public Accountant (CPA).

The Senex Group and our staff are members of the National Institute of Pension Administrators (NIPA), the American Society of Pension Actuaries (ASPA), the American Academy of Actuaries (AAA), the Society of Financial Services Professionals and the Western Pension & Benefits Conference. With this amount of expertise, The Senex Group is able to build comprehensive, multi-strategy plans that benefit everyone involved. The Senex Group can build plans as simple as a SEP-IRA or as complex as a coordinated multiple-plan approach.

Each account is assigned its own Administrative Team, led by a senior pension professional with over 15 years experience in pension administration. This ensures that you will always deal with a knowledgeable professional who is completely familiar with your account. This highly personalized approach is the reason why our clients recommend us to friends and colleagues year after year after year.