The Oriental Pension Consultants Team
For more than 30 years our professional staff of retirement plan administrators, actuaries and technical assistants have been committed to providing accurate and timely service to our clients throughout the United States and Puerto Rico. Companies of all sizes rely upon our services to alleviate the burdens of plan administration and the problems that may arise when dealing with government agencies.
Oriental Pension Consultants is a small boutique firm with a family atmosphere. As OPC has evolved from a family owned firm with only a handful of employees to our current status as a wholly owned subsidiary of the second largest bank in Puerto Rico, we have maintained our family atmosphere. Nearly three quarters of our employees have worked on the OPC team for 10 years or more! And many of our employees have at least 15 years of service with OPC! Our clients appreciate the stability of their assigned customer service team and familiarity our teams have with their plans. The level of experience and longevity of our team members means our customers develop long term working relationships with the service team assigned to their plans.
Many of our OPC team members are bi-lingual. We are able to provide forms and notices in Spanish. We can assist employers and employees who are more comfortable speaking Spanish over the phone or by email.
Once you are established at OPC your plan will be assigned to a client service team. You will have a dedicated Plan Administrator as your primary contact for all plan issues. A Processor will also be a part of the service team to handle the day to day transactions of your plan. You will always have access to the Service Manager, as they work closely with the Plan Administrator as part of our service team model.
Our name is recognized as a leader in the retirement plan community on the island of Puerto Rico. We have helped many employers navigate through complicated compliance issues with the Puerto Rico Department of Treasury ,the Tax Code and the Department of Labor. Our bi-lingual staff plays an integral role in these services.