We're Rebranding

Pension Planning Consultants is becoming Daybright Financial—part of a unified rebrand of our parent company, U.S. Retirement & Benefits Partners, and all its firms. While our name is changing, there are no changes to how you contact us or access your account. You’ll continue working with the same team, committed to helping you reach your retirement goals. To learn more, visit Daybright.com.
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Information Center

Valuable information for our valued partners

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Information Center

As part of our continuing dedication to our clients, we keep our clients informed of upcoming changes in regulations, upcoming deadlines and important dates.

ERISA / Fidelity Bond for Plan Sponsors

All plans covered under ERISA require a Bond.
Click on Learn More to see recommended providers who can assist.

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Important Dates to Remember

All Retirement Plans are subject to specific requirements governed by key due dates. Missing deadlines can be costly!

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Client Information

We need updated information each year to complete Plan Administration.
Click on Learn More to see available documents.

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Commonly Used Forms

We need updated information each year to complete Plan Administration.
Click on Learn More to see available forms.

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Contact Info

6201 Uptown Blvd NE · Suite 100
Albuquerque · NM · 87110

Phone: (888) 880-1283

Contact us: info@pensionplanningusa.com

Office Hours

Mon - Fri: 8:00 am to 5:00 pm (Mountain Time)

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