Coastal has enjoyed a 98% client retention rate for the past 3 years.
Our consultative staff averages over 25 years of industry experience.
Coastal serves some 800 clients with over $1B in assets under administration.
Locally owned and operated for 26 years
Coastal Pension Services specializes in the design and administration of retirement plans. We have served the mid-Atlantic business community consistently since 1989. Our industry professionals are some of the most tenured in the region, averaging over 25 years of retirement plan experience and offering…
Coastal works closely with a client's financial advisor to ensure that the retirement plan is designed and administered to the highest standard.Read more
Plan Sponsors face an array of government regulations, educational responsibilities and even liability in the offering of retirement benefits to their employees.Read more
Coastal has partnered with many of the leading participant-focused record keepers in the retirement plan industry.Read more