Welcome to the General Pension Planning website
**NEW WEBSITE IS NOW AVAILABLE**
We are very excited to announce that all plans have been converted over to
The Sungard/Relius recordkeeping and account access system.
Please access the new system using your Social Security Number as your User
ID and the last four digits of your Social Security number as your password. You
will be required to change your password upon log in.
If you have any questions or concerns please call our office (937-298-3908)
or email us at
General Pension Planning has joined The Weiss Group ("TWG") family. General
Pension Planning and TWG share many similarities. We believe our clients will
benefit from the synergies of the combined organization as well as the depth of
skills and knowledge of a larger company, while maintaining the personal level
of service we remain committed to providing. TWG has been providing daily
valuation recordkeeping services for more than fifteen years.
Established in 1968, General Pension Planning is committed to
serving and guiding retirement plan sponsors in the design,
administration and communication of essential components of effective
retirement planning. We keep pace with new technology, legislation and
market changes in order to serve your needs.
We distinguish ourselves, not only on the basis of superior
technical knowledge, but also by emphasizing clear, concise,
non-technical verbal and written communication. Our professionals are
dedicated to providing plan sponsors with recordkeeping,
administration, and compliance testing, and employee education
services for a wide range of retirement plans. Our clients range in
size from one to several thousand employees. Our extensive experience
and manageable size allow us to deliver high quality, enormously
flexible, quick, cost-effective services and we are very proud of our
Many firms claim to have the technical expertise required to
administer qualified and non-qualified retirement plans properly.
Relatively few can deliver on that promise. The ability of General
Pension Planning to meet the operational and regulatory
requirements of your plan is unrivaled. We offer state-of-the-art
Daily Valuation services, using an "open architecture" platform, with
access to literally thousands of mutual funds, collective trusts, and ETF’s, which provides instant access to retirement plan account
balances and accommodates leading edge plan design features.
General Pension Planning offers a flexible menu of services
designed to educate employees. We will work with each plan sponsor and
carefully consider your unique needs in the design of your retirement
At General Pension Planning, our only business is your