Retirement Plan Sponsors

Strength in Numbers

Trust us to analyze, advise and implement a customized plan to meet the specific needs of your employees.

Manage Your Accounts

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By entrusting your company’s retirement plan to SouthState Retirement Plan Services, you join a robust community.

We currently serve more than 200 corporate retirement plans with combined assets of nearly a billion dollars. Companies throughout the Southeast trust us to analyze, advise and customized plan to meet the specific needs of your employees.
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What Sets SouthState Apart

First, our advice is focused entirely on your needs, never on those of our shareholders, proprietary funds or other concerns. We are revenue neutral, meaning all revenue collected from investment managers is used to offset costs for the plan or participants.

Every client team is led by an experienced senior consultant who delivers maximum benefits while controlling overall costs. We also provide IRS and DOL consulting.

Here for the Long-Term

We monitor your program from Day One and for years to come.

We pride ourselves on nurturing a culture of excellence. Our firm and experienced professionals hold credentials from the following organizations:
  • Center for Fiduciary Excellence (CEFEX)
  • The American Society of Pension Professionals & Actuaries (ASPPA)
  • The American Institute of Certified Public Accountants (AICPA)
  • The Center for Fiduciary Studies (fi360)
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Our Services

Our Services

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Customized

Creating customized retirement plans for companies of various sizes and complexities has been SouthState Retirement Plan Services' focus since we began operations more than 30 years ago. Investment advice, plan administration and compliance support, and recordkeeping platform services are tailored to fit your needs as Plan Sponsor.
 

Investment and Participant Services

Managing plan assets is an important key to plan and participant success. Our proactive approach focuses on analysis, monitoring and governance that is conducted and delivered consistently to help promote successful outcomes.  
 

Platform & Compliance

Our capabilities include tailoring an open architecture platform to deliver a feature-rich end user experience for you and your participants. SouthState Retirement Plan Services is uniquely equipped to offer a full-service solution on our SouthState recordkeeping platform, or help you run your plan and your existing technology platform or another provider that best fits your goals.
 

Consulting

Even plans that are well-run can encounter roadblocks every now and then. Our team of expert consultants can play a short-term or ongoing role to help plan sponsors and advisors who need situational or periodic assistance.
 

IRA

Plan Sponsors view their employees as family even after retirement. That’s why we provide a solution when the time arises to help participants transition their retirement readiness into their long term goals. This isn’t your typical IRA. It is a strategy with the same feel as your original 401(k) that allows members to bring the benefits offered by SouthState Retirement Plan Services with them into retirement.

Retirement Insights

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  • To learn more about our firm, click here to download the SouthState Advisory Brochure or click here to download the SouthState Advisory Form CRS.

    SouthState Advisory, a wholly owned subsidiary of SouthState Bank, N.A. also does business under the name SouthState Retirement Plan Services. Investments offered are not deposits of this institution and therefore are not insured or guaranteed by the FDIC or any government agency. We do not provide, and you should not construe this material as legal, tax or accounting advice. Nor should you construe this material as individual investment advice, because such advice is dependent on your specific investment objectives, financial situation, or particular needs The content of the SouthState Retirement Plan Services website is not directed toward or intended for individuals outside of the U.S. Click here for additional regulatory disclosures. PRIVACY POLICY

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