Strength in Numbers.

True partnerships lift organizations to new heights. That’s the team spirit that fuels South State Retirement Plan Services, and it’s the spirit that drives our work with other professionals. When you partner with Us, you get a robust, proactive, personalized relationship designed to fit your needs.

Why Partner with South State?

We’re designed for YOU: You don’t run a generic business, so why would you want a generic retirement plan platform? We’ll custom-fit a plan for your clients. We provide several solutions that fit into and strengthen your business structure.

We’re your team: With South State Retirement Plan Services, you have access to a full team of experienced professionals who work to listen and understand your business as well as a personal sales consultant to help lead your efforts. Your goals become our goals.

We’re your single source solution: Providing recordkeeping, compliance, up-front fee structures and an open-platform of investment options, South State Retirement Plan Services gives you and your clients a single source of contact and accountability.


Our Solutions

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


Customized Solutions

Are you considering that a little more flexibility would go a long way to enhancing the value you provide to your plan sponsor clients and their participants? Our Customized and Express Set Up solutions go beyond the typical and enable you to add depth to your practice and value to your relationships.

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.

Fiduciary Investment Advisory

If your service model does not include providing Fiduciary Investment Advisory services to your retirement plan clients, we can optionally support your practice and let you focus on your strengths.


So, the real question is this: why wouldn’t you partner with South State to help your clients achieve their goals?

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