Plan Sponsors face an array of government regulations, educational responsibilities and even liability in the offering of retirement benefits to their employees. Coastal is equipped to help you face those challenges. A dedicated professional will help you develop a seamless strategy to minimize the burdens of plan administration.
We offer a range of services that begin with plan design and also include annual administration and many other consultative services that are outlined more completely by clicking the link: Our Services
Coastal serves hundreds of employers and thousands of participants. After the initial review process, clients are assigned an administrator whose skill set is tailored to meet the requirements of the plan and investment product. In this way we assure the client has multiple points of contact while internally we have accountability.
Coastal is fortunate to have very low turnover among our clients. It is our belief that focusing on our client’s need is the only way to maintain our hard earned reputation for excellence and customer service.
If you would like to inquire about establishing a new plan or modifying an existing one please request a proposal.