The Pension Source
Deann "Dee" Ferrell has experience as a Business Development at The Pension Source, attending local Chamber events for new business opportunities, setting appointments with CPA’s and Financial Advisors, and verifying all information is correct. Deann "Dee" also has experience as a Support Specialist, filing 5500-SF’s to IRS, completing file audits, and finalizing Retirement document implementation. With previous experience as an Area Manager at Eckerd Connects, Deann "Dee" managed staff to ensure budget and contractual obligations were met. A graduate of Indian River State College, Deann "Dee" has a strong background in business development and support roles.
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The Pension Source
The Pension Source, LLC is a Third Party Administration firm that specializes in the design, implementation and administration of qualified pension, profit sharing, and 401(k) plans. We take pride in working with Small Business Owners to ensure that we completely understand their goals and retirement needs. We offer new Plans and can also review their current Plan to identify the benefits of maximizing business owner contributions and minimizing employee costs, thus providing the owner with the greatest tax benefits.