 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.
“Southern Pensions, besides being a
pleasure to work with, is always accurate, pro-active, efficient and extremely conscientious. The
entire staff is knowledgeable, helpful and quick to respond. They stay updated on all current
pension plan law and rulings - not an easy task - and perform all routine, monthly, annual and
exception tasks in an exemplary manner. Highly recommended.”
...Christine A. Simpson, Executive Director
Kelley, Kronenberg, Gilmartin, Fichtel, Wander, Bamdas, Eskalyo and Dunbrack, P.A.
"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)
Individual(k) Profit Sharing
Salary Ratio PS
Integrated PS
Age
Weighted PS
New Comparability PS
Money Purchase403(b) ERISA Plans |
