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* Third Party Administrator
* Profit Sharing
* 401(k)
* Simple 401(k)
* Money Purchase Pension
* Defined Benefit
* ESOP
* 403(b)
   
   
 About Us

Company
We are a small, well-established pension consulting firm, specializing in the design, implementation and administration of qualified retirement plans for professionals and small businesses.

Our services consist exclusively of recordkeeping, administrative, and compliance issues for retirement plans. We are not involved in the sale or marketing of investment products, and provide a no-compete environment for accounting and investment professionals. Referral sources are provided with the utmost confidentiality and consideration.

Carol Delk
  • Attended University of Tampa and University of South Florida
  • Thirty plus years in the pension industry
  • Experience with major insurors
  • Owner and founder of Carol Delk Pension Services

Susan Queen
  • Thirty plus years in the pension industry
  • Founding partner of Carol Delk Pension Services

   
   
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