Founded in 1996, Coastal Pension Services, Inc. operates as a dedicated third-party administrator (TPA) focused on providing comprehensive services for qualified retirement plans. The company assists employers, financial advisors, and CPAs with the complex aspects of pension plan management, including custom plan design, ongoing administration, compliance testing, and government reporting. Their mission is to offer personalized, high-quality service, ensuring that retirement plans are designed to meet specific business objectives while remaining compliant with IRS and Department of Labor regulations.

Founded in

United States