South Coast Pension Services retirement
 

Services

Programs

SCPS specializes in various types of retirement plans including but not limited to:

  • Defined Benefit Plans
  • Profit Sharing Plans
  • New Comparability Profit Sharing Plans
  • 401(k) Plans
  • Money Purchase Pension Plans

All plans are customized for our client to meet their goals and objectives while focusing on cost effectiveness.

Record Keeping

SCPS is a full service Third Party Administration firm that offers multiple services. Because we offer a menu of services, our client’s are not bound to the “cookie cutter” or “one size fits all” programs. We understand Plan Sponsors want flexibility, choices and customization of the individual retirement programs.

Some of the services we provide are:

  • custom plan design
  • compliance testing
  • consulting
  • plan installation
  • record keeping
  • trust accounting
  • preparation of government forms
  • distribution calculations
  • studies and projections

Compliance is the most important element of a qualified plan.  Therefore, we are constantly communicating with our clients about any changes in legislation that affects their retirement program(s), whether it’s a matter of amending their plan document in order to retain the Plan’s qualified status and/or redesigning the Plan to take advantage of new developments.

Retirement Partner

To ensure all bases are covered, Plan Sponsors need to have the right team of professionals to assist them with their retirement Plan.  Although each team member has a different role, all of the roles are important and each member must work cohesively to ensure the Plan runs smoothly.  We are the right retirement partner.

We have all the technical and professional skills required to assist you with your Plan.  We also realize the importance of working cohesively with our clients and their advisors to ensure your objectives are met.

We want to be your retirement partner.  Call us today toll free at (866) 456-5984.

 

©2009-2013 South Coast Pension Services, Inc. All Rights Reserved.

This site created and maintained by Success Makers Web Site Design