About Us
Tanglewood Pension Administrators is an independent Third-Party Administrator specializing in qualified retirement plan administration. With offices in Fort Myers and Stuart, Florida, we focus exclusively on plan design and administration.
We do not manage plan assets or recommend investments. Instead, we work alongside trusted financial advisors, CPAs, and plan professionals who provide those services to our clients. This separation allows us to remain focused, objective, and aligned with the technical and compliance side of plan administration.
Our team brings over 25 years of experience supporting CPAs, financial planners, and brokerage firms. We help design and implement retirement plans that meet the unique needs of each client while maintaining regulatory compliance and operational efficiency.
Who We Work With
Small to mid-sized businesses
Professional practices
Closely held companies
Financial advisors
CPAs and ERISA attorneys