Dynamic Pension Services, Inc.

Firm Profile

We are a full service retirement plan administration firm. Our specialty is Defined Contribution plan administration with a major emphasis in 401k plans. We off a “personal touch” way of doing business through our “Pensions Made Easy” administration services business model.

Key Contacts

Tara M. Hessert, 937-434-4488, tara@dpstpa.com



Established 1991

States with a Physical Presence 


Sponsored Plans Supported


Target Markets

Typically less than 120 eligible employees. Sometimes the smaller the better for us as there is much more flexibility with plan design.

Plans Supported

  • 401(k)
  • Cash Balance/Hybrid
  • Profit-Sharing
  • 403(b)

Custodians Used

When we work in the open architecture space, we tend to utilizing Mid-Atlantic and MG Trust. However, we have clients utilizing Ascensus, Aspire, PCS and whomever these firms utilize as custodians. We also work with almost all insurance-based products like Voya, John Hancock, MassMutual, Nationwide, etc.

Services Provided 

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Form 5500 Preparation
  • Plan Benchmarking
  • QDRO Review
  • Hardship Distribution Requests
  • Investment Monitoring Services
  • Plan Committee Meetings
  • Call Center