Edwards Pension Services, Inc. was established in January 2016 in San Diego, California. The founder brings with him nearly 10 years of experience in the qualified plan arena, and over 16 years of experience in accounting and finance in general.

Mike graduated from Point Loma Nazarene University in San Diego, California summa cum laude with a dual B.A. in Accounting and Business Administration: Finance. Beginning his career in public accounting with Deloitte USA as an auditor, he soon migrated to Sheffler Consulting Actuaries, Inc., a local pension administration firm, where he spent five years working on defined benefit plans, passing four actuarial examinations and completing his CPA licensing requirements. Mike furthered his retirement plan experience focusing on 401(k) and profit sharing plans with Peter L. Huntting & Co., Inc., from May 2011 until the company closed its doors in February 2015. Mike then continued providing services to his clients as a part of the team at SMI Pensions before establishing Edwards Pension Services, Inc. in January 2016. Mike brings nearly 10 years of experience monitoring compliance of qualified retirement plans under the Internal Revenue Code and advising clients on the proper administration of their plans. For assistance with your plan, please Contact Us.

Mike Edwards, CPA (Inactive), QKA


Provide third party administration consulting with a focus on integrity, quality, and personal service to sponsors of qualified retirement plans, focusing on the micro-plan market.

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Provide third party administration consulting with a focus on integrity, quality, and personal service to sponsors of qualified retirement plans, focusing on the micro-plan market.