Plan Design &Consulting

Strategic Pension Services is a true consultant.

Because we are independent, not relying on sales of financial products, we offer unbiased expertise designed to enhance and grow our clients’ businesses.

Our design and consultation teams excel at fact-finding, learning as much as possible before determining the best plan design for a particular business while taking in the goals and unique particulars of that business.

Nothing short of a custom design will achieve the optimum results you deserve.

If you already have a retirement plan in place, we’re adept at suitability analysis, determining whether that plan is the best option. If it is not, we will suggest modifications to support your business strategy. And, if it is, we will work with you to ensure your plan is both efficient and cost-effective.

Schedule a free plan analysis

Consultants researching together

In addition to offering a wide range of plan options—from 401(k) to Safe Harbor and beyond—we work with the following investment companies, among others:

Capital Group American Funds
John Hancock
Lincoln Financial Group

Whether we are designing a new plan or ensuring a current one is the best fit for you, our goal remains the same

A compliant, cost-effective plan that can adapt as your business evolves and grows. We won’t settle for anything less—and neither should you.

Happy client on the phone

Strategic Pension Services:

Your most valuable retirement plan resource