Coastal works closely with a client's financial advisor to ensure that the retirement plan is designed and administered to the highest standard. Over the course of many years, Coastal has earned a reputation for diligent work and superb customer service. We get involved early in the sales process and pay very close attention to every detail from the introductory client meeting through the first payroll processing and beyond. This hand-holding approach has made Coastal a favorite among many advisors.
For many years financial advisors have been comforted knowing that we are their partner, not their competition, sharing in the responsibility of providing excellent solutions for their clients' retirement planning objectives.
You’re the best. We appreciate all you do for us – it’s a comforting feeling to know everything is being done – and done correctly!
Plan Sponsor: Mc Lean, VA
Hey [Coastal Account Executive]! You are amazing! I don’t tell you that enough! Thanks so much for tracking all that information down for us.
Plan Sponsor: Gambrills, MD
Thank you so much for everything. You are all SO easy to work with.
Plan Sponsor: Chestertown, MD
We currently work with hundreds of investment professionals, insurance agents, RIAs , accountants, and attorneys to serve the retirement plan needs of their clients. We hold educational seminars to keep you up to date on the latest regulations and/or retirement products. Our services include enrollment meetings, where we will assist or take the lead in the education of both the plan sponsor and employees on the valuable benefits the plan has to offer. However, Coastal does not take a role in providing investment guidance or advice.
We support a range of retirement products through our partnerships, which include group annuity plans offered by the major carriers and open architecture alternatives that provide maximum flexibility for your investment fund selection including most mutual fund companies. In addition, our open architecture platform meets the highest industry standards required for full fee disclosure. Each product is assigned a specialist at Coastal who stays current with changes as they occur. This focus allows us to deliver a smooth, worry free experience to your clients when we install, takeover or administer their plan.