Customized plan design
We begin with a detailed review of your goals, cash flow, and team structure to align contributions with what your business can support.
About MyPensionTree
Retirement plan specialists for builders & founders
MyPensionTree helps small-business owners and self-employed professionals design and implement 401(k) and cash balance pension plans that maximize tax savings and build meaningful long-term wealth.
"Our goal is simple: help business owners keep more of what they earn and grow wealth for the long term."
Strategic retirement plan consulting
MyPensionTree, LLC is a team of qualified 401(k) and pension plan consultants. We collaborate with self-employed individuals and closely held businesses to design, set up, and administer 401(k) and cash balance pension plans.
We call these holistic strategies Pension Trees — rooted in today's business realities and engineered to grow over decades.
Our retirement plan administrators and pension actuaries help align each owner's savings goals with the capital needs of their company.
Who we serve
- Solo professionals & independent contractors
- Locum tenens doctors & medical specialists
- Dentists & private practice owners
- High-earning consultants & freelancers
- New business owners & entrepreneurs
$214,083
Average annual tax savings
25+
Years of combined experience
1,000+
Business owners served
Our Approach
Purpose-built plans with a full-service team
From initial discovery through annual administration, we provide white-glove support so your retirement strategy keeps pace with your business.
Tax-focused strategy
We model multiple plan scenarios to help you capture available deductions while preserving liquidity for operations and growth.
Full-service administration
Our team stays with you year-round to manage testing, filings, plan updates, and coordination with your tax and investment advisors.
Meet the Team
Retirement planners, actuaries, and consultants focused on clarity, accuracy, and measurable results.
Alexander Tecle
Specializes in tax-efficient retirement strategies
18 years experience • 200+ clients
Charles Zimmerer
Expert in high-net-worth retirement planning
25 years experience • 250+ clients
Trusted Partners
We collaborate with custodians, TPAs, and technology providers who share our commitment to accuracy and compliance.
Ready to grow your Pension Tree?
Let's discuss how a customized retirement plan can reduce your tax burden and accelerate long-term savings for you and your team.