Make the right decisions.


Pension Trustee Advisors, Inc. helps trustees and other pension decision makers. PTA provides advisory services on a variety of critical technical issues:

  • Funding policy
  • Benefit design
  • Solvency
  • Actuarial issues
  • Governance
  • Basic investing
  • Expert testimony
  • Other complex pension topics


PTA was founded by William (Flick) Fornia, FSA, to provide expertise, education, and customized solutions to trustees, pension fund staff, government entities, attorneys, labor and other pension decision makers.

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