Welcome to the General Pension Planning website


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 info@generalpension.com.

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 reputation.

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 program.

At General Pension Planning, our only business is your retirement plan.

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