*We take care of your retirement plan so you can stay focused on your business!

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About Us

Coastal Pension Consultants, Inc.
P.O. Box 1350
Palm Harbor, FL 34682
Toll Free: 877-781-1807
Local: 727-781-1807
Fax: 866-393-5021
Email: Admin@coastalpensions.com

Coastal Pension Consultants, Inc.(CPCI)  is owned by Denise Herrick who has been providing plan design, consulting and administration services to pension plans for over 25 years.  CPCI administers over 120 qualified plans in 7 states with over $100 million in plan assets. 

CPCI offers qualified plan administration to a variety of professional firms, financial institutions and plan sponsors.  We deliver a level of quality service focusing on detailed communication with the business owners and plan participants. Individual attention results in business owners and their employees becoming knowledgeable and comfortable with the retirement plan being provided to them.

CPCI  utilizes specialists in the area of work necessary to keep up with the requirements of our clients.  Our employees are highly skilled and hold degrees in related disciplines.  Our structured business procedures allow maximum utilization of resources and time.  This results in our being able to offer our clients on-demand services at a competitive price.

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