Cherokee Grimsley's Contact Details

Cherokee Grimsley's Company Details

San Diego Pension Consultants

San Diego, CA, US • 20 - 49 Employees
Accounting

Success Begins with a PlanA New Level of Service in Plan Design and AdministrationMaximum value. Innovative solutions. Smart business. It's what you strive for as a business professional. At San Diego Pension Consultants, these are our goals too.With years of training and a wealth of industry experience, San Diego Pension Consultants has become a recognized leader in retirement plan innovation. Our talented team of consultants, administrators, and actuary's custom designs every plan to dovetail with the unique business goals of our clients. State-of-the-art information and communication technologies fuel every stage of implementation.From one-participant to thousand-participant plans, we approach even routine administration pro-actively. Pension regulations are complex and ever-changing. Best practices may change from year to year. We strive to keep our knowledge base up-to-the-minute, our clients informed, and their plans performing optimally at all times. Above all, as professionals ourselves, we understand that expertise is no substitute for responsiveness, and that our reputation for customer service must be earned anew every day. It's all part of our commitment to retirement plan solutions, and part of the reason why some of the nation's most discerning and successful businesses place their trust in us.About UsExperience has taught us that a well-thought strategy is the foundation for all that follows. Our retirement plans and custom design features strategically balance the intricacies of eligibility requirements, contribution allocation formulas, withdrawal rules, IRS compliance, and other complicated technical issues. With San Diego Pension Consultants at your side, you can have confidence that your plan has been optimized to specifically address unique business needs and maximize tax benefits.We realize that our success ultimately depends on the satisfaction of our clients and their advisors. Our experienced staff is always within reach to answer technical questions, respond to requests, and provide up-to-date information. Each client has a dedicated administrator to help keep things running smoothly by assisting with ongoing compliance, operational issues, and participant communication. All professional staff members maintain or are pursuing industry designations requiring extensive levels of examinations and continuing education.We are with you every step of the way. It's all part of our unwavering commitment to client satisfaction through the highest levels of service and technical expertise.