At DPS we do things a little bit differently. In a world full of transactional based businesses we are a relationship based business – YOU are our focus. We invest a significant amount of time getting to know you and your business needs to ensure a value-added relationship for years to come. As a small business ourselves, we know that making informed decisions is a key to success. We consider it our privilege to contribute to your success. We do this by leveraging our 25+ years in the industry to reveal the benefits of retirement plans  to you through education.


DPS services corporate and non-corporate defined contribution retirement plans (i.e., 401(k)s, 403(b)s and Profit Sharing Plans) at a reasonable cost. We offer plan administration, open-architecture recordkeeping and fiduciary oversight solutions. Because we leverage technology, we can service any size plan and at any location. To ensure success, we ask all of our clients to be involved at the very early stages of plan development so that proper plan design is utilized and that any problem areas may be discovered early in the process.


Dynamic Pension Services (DPS) is a qualified retirement plan administration firm contracted by employers to consult on and administer their plans. We are an independent firm working entirely on a fee-for-services basis and do not sell any investment or insurance products. We are not affiliated with any bank, brokerage firm or insurance company although we work closely with all three types of organizations when providing you our solutions. Our focus is to service your retirement plan and as your hired representative, we are responsible to you and your needs.



  • Subject matter experts in 401(k) plans for 20+ years
  • Combined 130+ years of experience in this industry

Continuous Education

  • Every year DPS spends 10% of revenue on continuous education
  • Current Certifications:
    • Accredited Investment Fiduciary Analyst (AIFA®)
    • Global Fiduciary Steward (GFS®)
    • Enrolled Retirement Plan Agent (ERPA)
    • Qualified 401(k) Administrator (QKA)
    • Qualified Pension Administrator (QPA)
    • Accredited Pension Administrator (APA)


  • We leverage our expertise and knowledge to reveal the benefits of 401(k) plans to you through education
  • Average employee retention is 13 years
  • Average client retention is 10 years



Our “personal touch” quality of service and ability to make the complex easy distinguishes us from other firms. Our mission is to leverage our retirement planning expertise by providing small businesses the equivalent education and wealth opportunities customary to fortune 500 companies. We strongly believe that all of our clients significantly benefit from the personalized service that DPS has incorporated as part of our everyday way of doing business.


We believe our client’s words speak for themselves:

“I want to tell you how very much I enjoy working with you and everyone at Dynamic Pensions. That was the best move we made when we moved our plan to you! There has not been one time that I called DPS with a question and didn’t get an immediate answer…no matter if I talked with you or someone else in the office. Tara has to be proud of the people she has working for her…and I will convey that to her! Again, thank you for everything!” – Renee Follick, Human Resources Executive, Lorenz Corp