Strategic Pension Services

  • “Retirement regs are complicated! So as a business owner, if you don’t understand all your options, it’s nearly impossible to make the right decision. We can help.”
    – Marisa Teller, ERPA, QPA

If you have retirement plans on your mind, you’ve come to the right place. Whether you’re providing a plan for your employees or researching the best options for your client, Strategic Pension Services, LLC can help. As you explore our site and learn about our business, you’ll find our goal is to provide you with helpful ideas and suggestions that will grow your business.

Look beyond the brochure and sales presentation

Everyone boasts of professionalism and outstanding customer service, right? So beyond the generic promises, what should you be asking? What should you be looking for in a provider?

Ask these questions to evaluate the real impact to your business:
  1. What administrative burden will you take off my plate?
  2. How does your process help our plan keep pace with our changing needs?
  3. How can you help companies and their employees reach their retirement goals?

Strategic Pension Services, LLC partners with plan sponsors, financial advisors, CPAs and attorneys. Let’s take a closer look at the particulars for your business. Select one:

Plan Sponsors
Advisors
CPA