We assign an administrator who gets to know you and your plan. Relationships create efficiencies and time savings for our clients and our firm.
Priority Service
When you choose SPS, a real person will answer your call during business hours every time. We do not have sales people who makes a sale and then disappear, never to be heard from again. Your SPS administrator is there every step of the way, from onboarding to annual administration and beyond. The SPS difference:
- One central point of contact for accountability & consistency
- Using a portal to submit your data is your choice, not an obligation
- We customized our service to match your internal plan processes, saving you time
- You can speak with senior administrators at any time regarding advanced planning topics
- No automated responses or spam reminders from SPS
- One-on-one training for your office staff on topics such as contribution transmission
