About Coastal

Who We Are

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 an unrivaled depth of insight and expertise.

Coastal has bench strength. Today, Coastal’s 25 employees serve over 800 clients with nearly 60,000 plan participants and approximately $1.2B in assets under administration.

Coastal has enjoyed a 98% client retention rate for the past 3 years.

Coastal is an independent administrative firm that does not sell investments. We work directly with employers and their financial advisors to determine the package of retirement benefits that best meets their needs. Through our partnerships with national retirement plan record keepers, we are able to offer plans that include investment choices from hundreds of fund families covering thousands of mutual funds and ETFs. Unlike some service providers, our unique flexible product lineup allows us to approach each plan sponsor with a blank canvas and create a retirement plan optimized for their specific needs.

Our clients have come to embrace our consultative approach, as we offer a range of services that allows us to anticipate the changing needs of an organization. Clients work one-on-one with an industry professional, to make the administration of their plan effective and efficient.

Why Coastal Pension Services

Coastal is an independent administrative firm that has no asset management or insurance company ties. Coastal does not sell investments. This independence, along with our professional staff of industry veterans, allows for an objective, unbiased approach to retirement plans. While Coastal works with most of the major recordkeeping platforms, we can also accommodate atypical plan investment structures.

Financial Advisors

Coastal works closely with a client's financial advisor to ensure that the retirement plan is designed and administered to the highest standard.

Employers and
Plan Sponsors

Plan Sponsors face an array of government regulations, educational responsibilities and even liability in the offering of retirement benefits to their employees.

Employees & Plan
Participants

Coastal has partnered with many of the leading participant-focused record keepers in the retirement plan industry.

What People Say About Us

The staff of Coastal Pension provide superior service. They go out of their way to ensure our needs are met. It is a pleasure working with [our Coastal Account Executive] and her staff.

Plan Sponsor: Annandale, VA

Coastal Pension is an outstanding firm to deal with. [Our Coastal Account Executive] is always available, is clear and thorough with his answers or directives and is personally delightful.

Plan Sponsor: Annapolis, MD

Love working with [our Account Executive]. She is always responsive, knowledgeable and friendly. A real gem!

Plan Sponsor: Severn, MD