CONCIERGE RETRIEMENT SERVICES
About Us
Concierge Retirement Services, formerly known as Madison Pension Services, is dedicated to helping small to mid-sized companies implement and run successful retirement plans.
For over 40 years, Concierge Retirement Services has earned the trust, the respect, and the continued business of our clients by helping them achieve (and in many cases – over achieve) their retirement goals. We are proud to provide each and every client – including YOU – with a dedicated “Concierge Retirement Plan Consultant.” They work with you to create a customized plan tailored to achieve your specific business objectives.
There’s one more very important factor – often overlooked by others: We strive to provide the flexibility to make adjustments adjust as you grow.
We’re not huge, and that’s on purpose. To give our clients the attention they deserve, we choose to stay loyal to our most important core value – CARING.
Today, our team serves approximately 400 clients with plan assets in excess of $500 million dollars.
Concierge Retirement Services
Over the Years
1978
David I. Gensler, Founder
Madison Pension Services, Inc. was founded by David I. Gensler.
1982
401(k) Plan
We designed our first 401(k) plan.
1988
Robert P. Marks
Robert P. Marks became a partner of the firm.
1990's
Government Affairs Committee
David I. Gensler co-chaired the Government Affairs Committee under the American Society of Pension and Professionals and Actuaries. The committee was instrumental in affecting policy change. Most notably increasing the contribution deductibility limits for profit sharing plans from 15% to 25%.
Early 2000's
Cash Balance Plan
Designed and implement our first cash balance plan. This plan would later be used in our two-plan retirement solution.
Early 2000's
Retirement Solutions
Designed and implemented our first two-plan retirement solution (also known as a combo plan).
2008
Electronic Records
Officially became a “paperless” office. This allowed us to store our client’s data more securely and accurately, while providing us with a “one-click” access to our client’s files.
2012
Kristine Faby
Kristine Faby became our Vice President & Director of Operations, where she proudly continues to serves to this day.
2013
Increased Security
Hired a prominent IT firm to implement and run a state of the art data security system to protect our clients’ data.
2019
Introduced 3.16 Services
Introduced our 3.16 full administrative offering.
2022
Concierge Retirement Services
Changed Madison Pension’s name to Concierge Retirement Services. Now our company name aligns with our core values..
Today
[CRS]
Proudly serves over 400 plans with over $500 million of plan assets.
Let’s Build Something Together
Would you like to have a conversation? Would you like to discover more?
Here’s a few ways to get in touch with us.
Info@ConciergeRetirementServices.com
7 Rye Ridge Plaza #404
Rye Brook, NY 10573
+1 (914) 251-0099
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