Strength in Numbers.

By entrusting your company’s retirement plans to South State 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 execute best-in-class programs for their employees.

What sets South State 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 defray costs for participants.

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

We are 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)
  • National Institute of Pension Administrators (NIPA)
  • The American Institute of Certified Public Accountants (AICPA)
  • The Center for Fiduciary Studies (fi360)
  • Center for Compliance Professionals (CCP)

Our Products

Every product offered by South State Retirement Plan Services has been carefully curated. Ultimately, those we offer must successfully prove their soundness, over time:



Creating customized retirement plans for companies of various sizes and complexities has been South State Retirement Plan Services’ stock in trade. Investment advice, compliance support and recordkeeping are all available to our clients. Best of all, it’s designed and scaled to fit your organization.

Express Setup

Created for organizations with fewer than 100 employees, the Express Setup is a proven approach to plan management. It has all the bells and whistles that make the customized plan successful with the idea of making things simple. Many of our clients have found this simplified approach the right fit for them.

Investment Advisory

Sometimes, plan sponsors need additional bench strength with investments, governance, and plan management. That’s where our Investment Advisory team comes in. We work with clients to provide investment advisory and consulting and bring our knowledge in other areas to help coordinate the services of other providers.

Platform & Compliance

Some plans fit into solutions from “big-box” providers. Some don’t. We can build out for you, your participants and your Trusted Advisor an open-platform delivered through a feature-rich end user experience.

Compliance Consulting

Even plans that are well-run can run into 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.


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 retirement fun. 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 South State Retirement Plan Services with them into retirement.


Would you hire a plumber to install a new roof?
So why hire a jack-of-all-trades to manage your retirement plans?

At South State Retirement Plan Services, we do one thing: retirement plan servicing.

Work with us, and you gain a single point of contact to manage your numerous responsibilities.

Our streamlined plan design and execution delivers on our commitment to provide solutions that are:

  • Simple
  • Flexible
  • Confident
  • Successful

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