Southern Pension Services specializes in third party plan administration and consulting for companies offering defined contribution plans to their valued employees.
"Our focus is to help our clients manage an important employee retirement benefit for their employees by making the plan's establishment, annual reporting and regulatory requirements, and ongoing maintenance easy to administer and maintain."
Southern Pension Services has established numerous relationships with financial institutions to provide seamless administration and investment services. Investment companies provide multiple family investment choices, employer financial reports, employee participant statements, and employee/employer customer services 800 numbers and internet access.
"I had our auditor review the contents of the package you sent to me. His comments: 'This is an amazingly complete package, accomplished by someone who cares about what they do.' So I truly thank you for your hard work on our behalf."
....Plan Sponsor
"Because retirement plan consulting is all we do, it is extremely important to us that our clients are satisfied with the administrator we recommend. Southern Pension Services is so thorough and conscientious that we never have to worry about the administration."
....Mike Montgomery, AIF, CLU, CFS
Montgomery Retirement Plan Advisors, Inc.
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SERVICING:
401(k) Plans
Safe Harbor 401(k)
Roth 401(k)
Simple 401(k)
Profit Sharing
Salary Ratio PS
Integrated PS
Age Weighted PS
New Comparability PS
Money Purchase
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