Business Owners

We know how complicated retirement plans can be. Truth be told, we like those complexities.

Some members of our team love unraveling a legal knot; others are passionate about digging deep into a numbers problem. That’s who we are.

With Strategic Pension Services as your TPA, you don’t have to be a retirement plan expert. Instead, we will free your time to be the expert your business needs. And as your business grows and changes, we’ll ensure your retirement plan keeps up.

Since 2001, we’ve been in the business of eliminating the frustrations associated with retirement plans.

Working for you, we’ll handle, among other details:

  • Plan design & suitability analysis
  • Plan administration
  • Eligibility determination
  • Day-to-day operational questions
  • Technical questions
  • Compliance review
  • Annual participant notices
  • Plan loans & distributions

Schedule a free consultation

Working on your plan
Working Together

Should an audit come your way, we’ll manage that, too. We also provide a list of 3(16) designated administrator, designed to ease your burden of accountability.

3(16) Designated Administrator

We’re proud to say that many of our clients have become friends.

We think that’s because we’re excellent communicators, we’re committed to prompt and helpful customer service, and we believe in the goals our clients have hired us to help them achieve.

Partners like friends
Business call

We’re here to help.
What can we do for you?

Let’s talk about teaming up