Your Bay Area Experts in Retirement Success
Our Mission
Making retirement work for everyone.
As a client-focused retirement consulting firm based in the Bay Area, we have proudly served the retirement needs of our national and international clients in the small- and medium-sized business community for over 30 years. while helping business owners and their employees build a more secure retirement future. With a close-knit team of 10 professionals, including Consultants and Administrators, we pride ourselves on understanding the unique needs of the people behind every plan, especially Sole Proprietors, Partners, Employers, and Employees.
Personal Design. Local Service. National Support.
Carlson Quinn’s local expertise, backed by the national resources of Strongpoint Partners, makes our team uniquely positioned to take on any challenge for any client.
Whether you’re a sole proprietor, such as a dentist, lawyer, or doctor, who needs a solution like a 401(k) or Cash Balance Plan, or an employer in the small business community, we can create a solution tailored for your business and your people, that ensures you’ll minimize your tax liability, maximize your retirement savings, attract and retain your employees, and reduces your risk through creditor protection.
10+
Retirement Consultants
200
Total Plans Administered
350+
Retirement Consultants
28K+
Total Plans Administered
$2.5B+
Assets Under Management
Carlson Quinn’s Local Expertise & Service
$44B+
Assets Under Management
Strongpoint Partners’ National Infrastructure
35+
Avg Design Specialist Tenure
9.5
Average Client Tenure
~1K
New Plan Designs/Year
Expertise. Client-Driven. Reliability.
We’re here to craft solutions tailored for your retirement goals.
We recognize that priorities vary within your company. Employers may focus on attracting, retaining, and rewarding key talent, while employees prioritize retiring on time. Your Human Resources team may not be most concerned with managing fiduciary responsibilities and staying compliant with DOL and IRS regulations. At Carlson Quinn, your focus is our success. You can rely on us for expert support, allowing you to concentrate on what you do best. Learn More
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![Carlson Quinn focuses on annual plan administration from January to March, including ongoing retirement plan design review, annual notices, data request management, and data cleansing and validation.]()
January - March
With an ACP/ADP testing deadline of March 15th, our team is focused on census file collection, and data verification and cleansing. We complete robust testing protocols that ensure our clients are maximizing their retirement objects while maintaining a plan compliant with constantly changing regulations.
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![Carlson Quinn focuses on milestones for Annual Plan Administration, Data Cleansing & Validation, and Annual Contributions from April to June.]()
April - June
In Q2, our team is focused on data accuracy and completeness as we begin the 5500 filing process. With ongoing support for plan participants and reconciliation procedures with record keepers underlying the data needed for 5500 production, we’re also leveraging insight to help you plan for future tax planning.
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![Carlson Quinn focuses on tasks like annual contributions, asset reconciliation, annual testing, and annual reporting from July to September.]()
July - September
As we prepare for the October 15th 5500 filing deadline we’re prioritizing any corrections, testing concerns, or outstanding data requests needed to ensure a plans ongoing compliance. We also use this window to discuss future needs, as identified by our testing and report prep, as we plan for the coming fiscal year.
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![Carlson Quinn focuses on Annual Plan Administration and Annual Reporting from October to December.]()
October - December
With all 5500s filed, signed, and complete by October, 15th, we focus on reviewing testing procedures for the following year to adjust to any changes in regulatory guidance. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.
For Our Partners
Recordkeepers and Financial Advisors are our valued partners.
When advisors, recordkeepers, and TPAs align on shared values like transparency, accuracy, and a client-first mindset, there’s no retirement challenge we can’t solve. At Carlson Quinn, we harness the power of our small team and collaborate with other leading experts to design plans that maximize benefits and minimize risks, no matter how unique the client’s needs or circumstances.
Learn how we can partner with you to increase client success, client service, and long-term client satisfaction.
