Retirement plans are our only business.
When you partner with Strategic Pension Services, you have a back office ready to answer any technical questions you have regarding your client’s particular situation and needs. Our plan experts work by your side to advise your clients on the most efficient plan design that will help them:
- Maximize tax deductions
- Reduce plan cost
- Resolve prior-year filing issues
- Act as the point of contact for DOL/IRS plan audits
Strategic Pension Services, LLC plan experts are available to provide a quick answer to a technical retirement plan question and to conduct a preliminary analysis for clients needing deductions. Education Credits (CPE) – Strategic Pension Services, LLC offers practical training and updates designed to give you real-world ideas you can incorporate into your business.
Give us a call and let us know how we can help.