Pacific Coast Pension Service's purpose is to provide quality, timely and professional administrative service in support of company retirement plans. We consider ourselves partners with every client, and take great pride in our accessibility, friendliness and personalized service. We provide accurate, understandable and relevant reports and the most current, pertinent consulting by a staff that is highly trained and dedicated to continued professional development.

We demand the highest ethics in every aspect of our business including the relationships with our clients, employees, government, suppliers and competitors. We work as a team, remaining singularly focused on that which we do best - servicing our client's plan needs.

With respect to the creation and establishment of new retirement plans for businesses that don’t currently have a plan, we pride ourselves on properly analyzing a client’s needs and assisting them in the design, development and establishment of their new plan to meet those specific needs. Whether it is to provide a plan for funding the eventual retirement benefits for “mom & dad”, to provide benefits for specific key employees, or to generate a program to benefit all of one’s employees, we are able to construct models and examples for the client’s review. Once the plan design is determined, specimen plan documents are prepared for the client, their CPA, attorney and investment advisor to review as well. Fees are determined primarily by plan type.

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