Schiller's Pension Consulting

Larry F. _{on Yelp}

Jul 19th, 2017

Great company. Takes the time to answer questions, and always gets back to you with an answer. Pension plans are incredibly complex, and he has made it as simple as one can expect.

L F. _{on Yelp}

Jun 18th, 2014

I would like to give 0 stars. I worked for the same company as the other reviewer. I am now trying to withdraw my funds to rollover to another brokerage firm and the company has stalled in sending my distribution check on several occasions. They have also been incredibly rude and have very poor customer service. Stay away from them. They are unethical and skirting legal lines.

Rick R. _{on Yelp}

Jul 3rd, 2010

Craig Schiller and his group have set up and administered my small company's pension fund for over 15 years now. I have deferred an enormous amount of taxes thanks to his understanding of the tax and pension laws and filing requirements. He originally recommended and set up our defined benefit plan, then when the time came, he converted it to a 401(k) plan, and he also assists me in rolling over 401(k) funds into my IRA.  He does everything administrative for me, just sends me a packet of papers to sign each year, and he includes all the backup I'll ever need for my files too. (He doesn't manage the investment funds in the plans, just the administrative and tax return sides.) He's professional, calm, and responsive.Five stars for Craig himself,  too--they really don't come any better.