Atlantic Pension Services, Inc.
Financial ServicesView the employees at
Atlantic Pension Services, Inc.-
Cecilee Young, QKA, QPA Owner/Partner at Atlantic Pension Services
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Greater Philadelphia
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Top 10%
Allie Waddell Document Specialist at Atlantic Pension Services, Inc.-
West Chester
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Rising Star
James Gangwisch Junior Administrator and Distributions Specialist at Atlantic Pension Services, Inc.-
Kennett Square, Pennsylvania, United States
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Rising Star
Brooke Czajkowski, QKA Qualified 401(k) Plan Administrator-
Newark, Delaware, United States
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Rising Star
Susanne Terrels, QKA Retirement Plan Specialist at Atlantic Pension Services, Inc.-
West Chester, Pennsylvania, United States
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Rising Star
Overview
Atlantic Pension Services, Inc. is an independent, non-producing firm and is not associated with any financial institution, brokerage house or insurance company. We have been providing professional consulting, administrative and record keeping services to qualified retirement plans since 1992. After assisting a client with choosing a retirement plan that meets his/her needs, we provide ongoing record keeping services and handle all required compliance testing and government filings to keep on track with the roadmap to retirement success. We are serious about retirement plans and are dedicated to providing our clients with superior services. As a team, Atlantic Pension Services, Inc. offers multiple reasons to support that statement. As a way to maintain communication and continue to educate our clients, we frequently e-mail newsletters and IRS pension law updates. In addition to electronic communication, we attend annual review meetings in conjunction with our financial advisors, to ensure that all plan design and administration concerns and questions are addressed. And while most third party administrators receive revenue from investment providers, there are few that provide a credit to their clients based on that shared revenue. Atlantic Pension Services, Inc. provides an installation and annual credit based on the client’s investment provider and total account balance to express our dedication to the success of the retirement plan.
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