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Retirement Plan Services

For You and Your Employees’ Financial Future

Delivering retirement plans that are intentionally simple yet remarkably flexible.

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At SouthState Retirement Plan Services, our team’s mission is to deliver retirement plans that are intentionally simple yet remarkably flexible. With over 30 years of experience in the industry, we continue to deliver plans that benefit both our plan sponsor clients and their participants.
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How We Do It

Establishing and maintaining a retirement plan is an important benefit you can offer for you and your employees’ financial future. Providing the tools and resources to help achieve retirement goals can have a meaningful impact on retirement planning, and a well-designed plan can attract and retain talented employees. With a retirement plan, you and your employees can build retirement income and save for future goals.

At SouthState, we can help you understand retirement plan options or prepare a current plan review to illustrate alternatives for maximizing benefits. We offer a broad range of retirement plan strategies seeking to address the needs of your business. In addition to plan design, we provide ongoing investment selection and analysis, participant education, and administration and compliance support to help you manage your fiduciary risks.
Our Services

Our Services

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We can assist with many different plans including:

  • 401(k) for Private Employers
  • 403(b) for Non-Profit Entities
  • 457 Plans for Government Entities
  • ESOPS/KSOPS
  • SEP/SIMPLE IRAs
  • Defined Benefit Plans including Cash Balance

Our Services include:

  • Design, Consulting and Special Situations
  • Platform and Recordkeeping
  • Third Party Administration and Compliance
  • §3(21) Fiduciary Investment Advisory Services
  • §3(38) Fiduciary Investment Management Services
  • Fee Analysis and Benchmarking
  • Participant Engagement
When you’re ready to find a retirement plan benefit, review your current option or modify the right plan for your business, we’re here to help.

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Who We Are

As a Retirement Plan Services client, you’ll be assigned a primary point of contact who will have full access to experienced professionals equipped to advise you on everything from investments to compliance.

We have devoted our careers to our clients, bringing top-notch credentials to work every day.
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Participants

Call Us 888-321-4015
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Plan Sponsors

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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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