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Strategic Pension Services –

8220; 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. 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:.

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8220; 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. 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:.
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Strategic Pension Services – | strategicpensionservice.com Reviews

https://strategicpensionservice.com

8220; 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. 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:.

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1

Plan Sponsors

http://www.strategicpensionservice.com/plan-sponsors

As a business owner, wouldn’t it be nice to have a TPA/Partner that will manage the ins and outs of your retirement plan so you can focus on running your company: profitability, staffing, customer service, marketing and sales. So how do you do that? 1 What administrative burden will you take off our plate? Since 2001, Strategic Pension Services, LLC has been helping plan sponsors eliminate the administrative frustration associated with their retirement plan. Our team handles:. Strategic Pension Services,...

2

Services

http://www.strategicpensionservice.com/services

Retirement has a different meaning today than that of 10 years ago. Individuals today focus on insuring their independence for tomorrow. The need to plan for a financially secure tomorrow is a real concern for most people. Employers recognize this need and understand the importance of retirement plans. By implementing a retirement plan, an employer can reward those employees who are loyal and have been with the employer for a long period of time. Strategic Pension Service, LLC offers comprehensive retire...

3

3(16) Services

http://www.strategicpensionservice.com/316-services

As an employer and a fiduciary, you might decide that you either don’t have the time, or don’t feel comfortable handling the day-to-day details for your qualified retirement plan. You are not alone. We have a solution for you, we call it our 3(16) Services. Our 3(16) services that we provide are generally available to assist with the following:. Signing and filing Form 5500. Tax form filing of the Form 8955 SSA. Final census Populated year-end questionnaire for confirmation by plan sponsor.

4

Advisors

http://www.strategicpensionservice.com/advisors

When you partner with Strategic Pension Services, you have a partner that can reduce client frustrations during the conversion process, and service your retirement plan clients. 1 What administrative burden will you take off my plate? Advisors who write a 401(k) plan every 12-18 months might only have a handful of questions a year. But tracking down an answer, even if it’s filling out a simple form, and then getting back to client takes a frustrating amount of time out of the day. Preliminary client meet...

5

Clients

http://www.strategicpensionservice.com/clients

At Strategic Pension Services, LLC, we would like you to know that the Account Managers of your plan are ERISA professionals who help you navigate the myriad rules and regulations of the IRS and the DOL. In addition to the day to day communications with you as our client, your Account Manager is also responsible for many testing requirements under the regulations. Here are some of the tests they monitor on your Plan:. Review and determine employee eligibility (based on year-end data supplied by you).

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Strategic Pension Services –

8220; 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. 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:.

strategicpensionservice.com strategicpensionservice.com

Strategic Pension Services –

8220; 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. 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:.

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