Strategic Pension Services works with many investment advisors and CPA Firms in meeting their clients’ retirement needs. Whether your client currently sponsors a retirement plan, or would like to implement a plan, we can provide a network to service your clients’ needs.
We work with many of the Industry’s top record keepers which provide multi fund families, Employee Education and Fiduciary reports. Our role in the education of Plan Participants can be determined by you as the financial advisor. We can assist in the education process as a support system to you.
For accountants who have chosen to concentrate on the accounting profession and are looking for an outside party to provide retirement plan services to their clients, we can meet those objectives as well.
As an independent Third Party Administrator, we understand the importance of your client relationships
Strategic Pension Services, LLC is an approved administrator with the following Companies:
- AIM Investment Services
- American Funds
- John Hancock
- ING
- Guardian
- Mass Mutual Life
- Principal
- The Hartford
- Transamerica
We are also able to work with brokers who choose to provide investments services outside of those listed above.
Let our experienced staff assist you in providing plan analysis and cost effective plan options.
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