Pelion’s state-of-the-art technology enhances our ability to provide the highest level of service and expertise. Pelion’s integrated services support a full complement of retirement plans. Specializing in expert plan design, administration and consulting for qualified employee benefit plans.


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COVID-19 Virus Situation

With concerns over the coronavirus dominating the news and causing continued market volatility, we want to assure you that our service will not be compromised.

We have strategies in place that allow our associates to take calls from our multi-office locations as well work remotely from their homes. Both allow our associates to take calls and interact in the same manner (routing, skill levels and productivity) as they would in the office. We have developed and tested business continuity plans that enable us to continue to support our plans and participants.  We are well prepared and have the ability to continue to serve participants virtually.

As always, we are committed to doing all we can to continue to provide you with the service and responsiveness you are accustomed to. During this time of high volumes, there may be some instances where you could experience slightly longer than normal service times. Please know that every call and interaction is important to us and we remain committed to maintaining our excellent standards.

We are here to assist you during these challenging times and will continue to share updates as they become available.

Pelion Benefits is focused on delivering exceptional, personalized customer service at competitive fees. We have qualified thousands of plans before the Employee Plans Division of the Internal Revenue Service, submitted thousands of annual reports, and earned an excellent reputation dealing with clients, by achieving their objectives while offering exceptional customer service and maintaining the highest standard of expertise.

Let's Talk

We would be happy to discuss how Pelion can help you.