CPAs
CALL US: 800-630-401k (4015)
CALL US: 800-630-401k (4015)

SPS and CPAs- Perfect Together

Your clients value your service, expertise, and judgement. And they expect these qualities in the professionals you work with. All of our CPA clients are assigned an ASPPA credentialed administrator to ensure their clients are receiving responsive, expert advice related to their retirement plans.
 
With recent changes in retirement plan regulations, combining 401k plans with Cash Balance/Defined Benefit plans has been a hot topic for small business owners and their CPAs. SPS’s TPA and actuarial services for these plans ensures you your clients have a single point of contact for all retirement plan needs.
  • All of your tax clients are assigned to a single administrator so you have a single, dedicated point of contact
  • Your client’s SPS administrator will consult with you too
  • Prioritize contribution calculations for CPA referred clients
  • SPS provides comprehensive Defined Contribution and Defined Benefit services
  • SPS works seamlessly with producing CPAs
 
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About Us

Steidle Pension Solutions, LLC is a national Third Party Administration firm providing 401(k), Profit Sharing, Cash Balance, Defined Benefit and 403(b) services since 1991. SPS specializes in the small to mid size plan market.

Contact Us

Head Quarters

1225 Route 31

Steidle Building C

Lebanon, NJ 08833

Phone: 908-236-0040 or

800-630-401k (4015)

 
 

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