Broker Check

Retirement Plans

Retirement Plan Design

With over 60 years of experience in designing and implementing retirement plans, we will work with you and your other professionals to develop the best plan that fits your company’s goals. We will help you navigate the complex retirement plan space to determine which plan design is most effective for you and your employees.

Plan Administration Services

We take great pride in our commitment to exceptional customer service. When you partner with Standard Pension Services, you are assigned a dedicated administrator that will guide you through the regulatory and reporting requirements for your plan. By providing you with a dedicated administrator, we ensure you receive exceptional, personalized service from experienced professionals who know you and your plan.

Investment Selection

Our investment specialists have decades of experience in the retirement planning industry. With diligence, thoughtfulness, and precision—they’ll help you navigate the investment selection process with ease. We will also coordinate any co-fiduciary services with the trustee(s) and plan participants.

Fee Benchmarking

Markets, providers, investment options, trustee and participant services, technology, and many other retirement plan features are always evolving. While you focus on growing your business, we'll work to ensure your plan is priced competitively while keeping up with trends and changes to the market.

Co-Fiduciary Services

A fiduciary is someone who manages another party's assets and stands in a special relationship of trust, confidence, and/or legal responsibility. That person has a legal and ethical obligation to put the other party's interests first. We work with our clients to determine what co-fiduciary solution best serves their needs. Once this is determined, we will coordinate all aspects of managing either a 3(21), 3(38) or 3(16) co-fiduciary provider.  

Advisory Services

Our advisory services cover a broad range of services, ranging from meeting with the trustees or benefit administrators, to one-on-one in-person consultations with plan participants. We continuously provide the trustees with resources to ensure they are offering the best products and resources to their participants. Regular participant meetings, one-on-one consultations, webinars, concierge roll in service, management of your terminated participant population, integration and coordination of co-fiduciary services, transition counseling and email campaigns are a few of the resources we deliver to ensure your employees are empowered with the knowledge they need to make well informed decisions for successful outcomes.