ABOUT US

Pension Transfer Advisors, LLC(PTA )is a retirement plan consulting firm specializing in small business pension plans for clients across the nation. We have served clients in most states around the country. We bring you the best available experience and personal service at a reasonable cost. Our business consists of the design, set-up, and administration of qualified retirement plans.

The company has been in business since 2004 and we have helped many hundreds of small business owners get the funding they needed to start up their own business.  Most of our clients had no idea it was possible to use their IRA or 401k money without paying taxes or penalties, but that is the beauty of our plan.

Your Personal Service Representative – Mickey Parker, CPA

Mickey Parker is a licensed CPA who has extensive experience working for small business owners in multiple industries to help grow their businesses. Mickey has worked as a Controller or CFO for companies ranging from start-up to millions in revenue. He also serves as trustee of the Pension Transfer Trust Plan.

OUR ADVISORY STAFF

We have assembled a select group of advisors that provide the expertise required to set up and administer this special type of pension transfer trust plan. 

Whether you are using our services to finance your new business or provide an important benefit for your valuable employees, our staff is ready and happy to help you.

PLAN SPONSOR

PENSION TRANSFER ADVISORS, LLC:

Mickey Parker, CPA

Manager, COO / Plan Trustee

Eric Guidroz

Data processing 

Becky Parker

Client Relations / Executive assistant 

Penny Stoneking

Data entry / Plan administration

Mike Prejean

Client Relations / Plan administration

Ken Klages

IT services 

Pension Transfer Advisors,
LLC has partnered with:

TRUST BANK

IberiaBank – Nationwide

CUSTODIAN

Great West Retirement Services

INVESTMENT ADVISORY

Bank of America/Merrill Lynch

OUTSIDE ERISA ATTORNEYS

GCA Law Partners, LLP

OUTSIDE CPA FIRM

PRM, CPAs – Lafayette LA and Houston TX