Atlantic Pension Services, Inc.

Firm Profile

CEFEX certified third party administrator of DC and DB plans. We are an independent non-producing TPA that strives to make retirement plans easy for our clients.

Key Contacts

Miriam “Missy” Matrangola, Esq, 610-925-5554, mm@atlanticpensionservices.com

Bryan Koegel, 484-885-7636, bkoegel@atlanticpensionservices.com

Website – http://www.atlanticpensionservices.com

Established 1992

State(s) Where We Have a Physical Presence 

PA

Sponsored Plans Supported 

530

Target Market(s)

Small to mid-size employers that range in size from 1 – 500 lives.

Kinds of Plans Supported

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension
  • 403(b)
  • 457

Custodians Used

American Funds, Ascensus, Aspire, Empower, John Hancock, Lincoln, Mutual of Omaha, Nationwide, Ohio National, Principal, Transamerica and Voya

Services Provided 

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • QDRO Review
  • Plan Committee Meetings