Our Firm
Limestone Pension Associates, LLC was founded in 1985 by Robert E. Smith and is located in Wilmington, Delaware. We provide custom plan design for businesses looking to either start a new plan or reinvigorate an existing program. We offer a full range of services including plan design, consulting, documentation, actuarial services, valuations & annual 5500 and other government reporting. We have experience with clients ranging from 1 participant up to several thousand. The amount of money in your Plan is not important to us – we enjoy working on both start-up plans as well as larger established plans.
We believe that long term, high-trust relationships are the foundation to quality work. As such we work closely with not only our clients but also the investment advisor, CPA, legal, and other professional communities to allow us to do our best. We are independent and do not provide investment assistance or hold plan assets. Whether you have an advanced design structure or a relatively standard one, we will utilize those relationships to make sure we are providing quality service to make our clients lives easier so they can focus on what they do best.
Limestone Pension Associates, LLC is a member of the American Society of Pension Professionals & Actuaries.
Our Services
We are a service–oriented firm and prefer a consultative and interactive approach as we believe it produces not only the best results, but also the strongest client relationships. We are of most benefit to small businesses that would like the advantage of maintaining a qualified plan but need assistance in handling the details. We strongly believe in educating our clients on how their plan works as we believe the more they understand, the better the plan will operate.
Getting in touch with us
We are here for you, contact us
HQ
Foulkstone Plaza
1407 Foulk Road, Suite 100
Wilmington, DE 19803-2755
Reach us by phone/fax
+(302) 479-8817 (Phone)
+(302) 479-8810 (Fax)