Insights

Acquisition context Pension Dynamics is now part of CBIZ, signaling access to broader retirement plan services resources and potential cross-sell opportunities across CBIZ’s client base.

Niche expertise specializes in plan design, administration and compliance for retirement plans (401(k), 403(b), Profit Sharing, COBRA, Cafeteria, Commuter Plans), suggesting a need for scalable tech-enabled compliance and administration support.

Tech landscape Current tech stack includes Drupal, Microsoft Office suite, PHP and analytics tools, indicating opportunities for modernization, data integration, and UX improvements to streamline plan administration workflows.

Scale and growth Revenue in the mid-range millions with a small employee base implies potential for add-on services, onboarding programs, and partnerships to expand service capacity without disrupting core operations.

Competitive positioning Operating among large advisory firms (Mercer, Aon, Buck, Hymans Robertson) suggests a path to differentiate via specialized compliance expertise, client-centric plan design, and efficiency improvements that appeal to mid-market employers.

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Pension Dynamics Company LLC Tech Stack

Pension Dynamics Company LLC uses 8 technology products and services including Drupal, Microsoft Excel, Microsoft Outlook, and more. Explore Pension Dynamics Company LLC's tech stack below.

  • Content Management System
  • Microsoft Excel
    Editors
  • Microsoft Outlook
    Email
  • jQuery
    Javascript Libraries
  • Microsoft Windows
    Operating Systems
  • PHP
    Programming Languages
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics

Pension Dynamics Company LLC's Email Address Formats

Pension Dynamics Company LLC uses at least 4 email formats:
Pension Dynamics Company LLC Email FormatsExamplePercentage
FLast@pensiondynamics.comJDoe@pensiondynamics.com
76%
First@pensiondynamics.comJohn@pensiondynamics.com
10%
Last@pensiondynamics.comDoe@pensiondynamics.com
9%
FMiddleLast@pensiondynamics.comJMichaelDoe@pensiondynamics.com
5%

Frequently Asked Questions

What is Pension Dynamics Company LLC's phone number?

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You can contact Pension Dynamics Company LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pension Dynamics Company LLC's official website and social media links?

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Pension Dynamics Company LLC's official website is pensiondynamics.com and has social profiles on LinkedIn.

How much revenue does Pension Dynamics Company LLC generate?

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As of October 2026, Pension Dynamics Company LLC's annual revenue is estimated to be $10M - $25M.

What is Pension Dynamics Company LLC's SIC code and NAICS code?

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Pension Dynamics Company LLC's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Pension Dynamics Company LLC have currently?

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As of October 2026, Pension Dynamics Company LLC has approximately 7 employees across 1 continents, including North America. Key team members include President: M. B. Q. Q., Other Executive: M. K. and : C. N. Explore Pension Dynamics Company LLC's employee directory with LeadIQ.

What industry does Pension Dynamics Company LLC belong to?

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Pension Dynamics Company LLC operates in the Financial Services industry.

What technology does Pension Dynamics Company LLC use?

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Pension Dynamics Company LLC's tech stack includes Drupal, Microsoft Excel, Microsoft Outlook, jQuery, Microsoft Windows, PHP, YouTube and Google Analytics.

What is Pension Dynamics Company LLC's email format?

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Pension Dynamics Company LLC's email format typically follows the pattern of FLast@pensiondynamics.com. Find more Pension Dynamics Company LLC email formats with LeadIQ.

When was Pension Dynamics Company LLC founded?

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Pension Dynamics Company LLC was founded in 1980.
Pension Dynamics Company LLC logo

Pension Dynamics Company LLC

Financial ServicesCalifornia, United States2-10 Employees

Pension Dynamics Company LLC is a small financial services firm based in Pleasant Hill, California. Founded in 1979, the company focuses on designing and administering employee benefit plans for other organizations, with emphasis on plan design, administration, and compliance. In February 2020, Pension Dynamics was acquired by CBIZ, integrating its retirement plan services into CBIZ's broader advisory platform. Within the financial services sector, Pension Dynamics serves corporate clients seeking reliable employee benefit solutions. It administers a spectrum of plans, including 401(k), 403(b), Profit Sharing, COBRA, Cafeteria and Commuter Plans, and is described as nationally recognized for compliance expertise.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1980
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Pension Dynamics Company LLC's revenue is estimated to be in the range of $10M - $25M

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