Creative Retirement Planning Solutions

Debe Pennington provides roadside assistance for your retirement journey.

Service is our Strength: Our Clients Come First

One of the factors that sets Debe apart from other Third Party Administrators (TPA) is her dedication to delivering timely, hands-on service to her clients.  Calls are always promptly answered or returned and no question is ever treated as insignificant.  With over 20 years in the Benefits arena, clients can count on receiving expertise and up to date information regarding their qualified pension plans and investments.

Changes are coming – being prepared is your best asset

As your TPA, Debe believes in keeping her clients fully-informed about any legislative changes that may impact their plans.   By staying in the loop with clients, Debe is able to be more effective in servicing their needs.

Our Enrollment Meetings are Colorful, Fun and Fast-Paced

Debe has won acclaim through the years in her ability to take sometimes dry and highly – technical information on retirement plan options and turn it into a lively, interactive event that everyone understands and enjoys.  In addition to simplifying this material into useful nuggets of information, she creates interest in her subject matter - often leaving her audience asking for more!

 Over Time, Business Relationships Evolve into Friendships

Friendship is the essence of a business relationship that has earned long-term trust. In the process of providing skilled service as a TPA, Debe has acquired a wealth of clients who are also long-term friends.  They know Debe will always steer them in the right direction, when they have questions, to enhance their longevity of their business.

A Source of Referrals to Other Trusted Advisors

Debe has earned the trust of others as a qualified benefits plan advisor. Working together or apart, each advisor can help the client achieve their overall objective without having to spend time looking for someone to fill that need. Debe stays active in several professional and business-oriented associations which provide an abundant source of resources to fill clients’ needs for services that fall outside of her professional expertise.

Rewarding Participants for Their Progress

Everyone likes to be acknowledged for their efforts and progress.  To keep her presentations engaging, Debe  resents a series of awards that recognize and reward plan participants with tasty confections: This includes “Investor of the Year’ for those who have made solid, well - informed decisions on their investments based on educational instruction, research and tracking methods and encouragement to trust  in their own decisions.