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Services

Coastal Pension Consultants, Inc.
2710 Alt. 19 N., Suite 401-C
Palm Harbor, FL. 34683
Toll Free: 877-781-1807
Local: 727-781-1807
Fax: 866-393-5021
Email: Admin@coastalpensions.com

No Cost Review of your existing Qualified Retirement Plan 

Plan Design and Optimization 

Actuarial calculations and consulting services 

QDRO Review 

Annual Administration for:

New Comparability Plans

Cross Tested Plans

Age Weighted Plans

401(k) Profit Sharing Plans

Profit Sharing Plans

Money Purchase Plans

Defined Benefit Plans

Cash Balance Defined Benefit Plans

Annual Non-Discrimination Testing

IRS/DOL Reporting and Disclosure 

Preparation of Trust Financial Statements and Annual Reports 

Daily Valuation and Recordkeeping (offered through our provider alliances)

Prototype, Volume Submitter and Individually Designed Plan Documents

Annual Document Compliance Review


Call today on our toll-free line at 1-877-781-1807

or email us at admin@coastalpensions.com

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