Through a collaborative effort we make the client’s experience as easy as possible. We begin with a highly educated staff that participates in on-going education offered through the American Society of Pension Professionals and Actuaries (“ASPPA”). Our staff operates in a team approach to insure excellent quality. We utilize a secure website to streamline the data collection process and store retirement plan documents online for easy access. Client satisfaction is of utmost importance and to that end customer visits are made as requested.
Atlantic Pension Services believes that a team approach with the financial advisor, platform provider and fund wholesaler strengthens the foundation for winning new business. By creating and hosting industry relevant seminars and associated marketing materials, we provide the tools to cultivate successful retirement plan advisors. Singularly and in conjunction with wholesalers, we travel to meet financial advisors and potential clients.