Experienced. Reliable. Client-Driven.
That’s why we are the most trusted TPA firm by professionals for tax-qualified retirement plans, in business for 30 years.
Our Vision
To deliver tailored retirement solutions that empower clients and their teams to achieve long-term financial security.
We achieve this through strategic plan design, outstanding client service, and extensive industry knowledge.
200
Plans Administered
18,500
Plan Participants
$2.5B+
Total Value of Assets
Our Services
We believe a strong retirement solution starts with design, is guided by personal expertise, and ends with the right tools and service, to maximize outcomes.
Learn more about our Retirement and Payroll solutions.
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Traditional employer sponsored 401(k)
Safe Harbor 401(k)
Preparation of government filings
Complex plan options leveraging custom eligibility, vesting, contribution, and enrollment strategies eligibility, vesting, contribution, and enrollment strategies
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Traditional Cash balance or Defined Benefit plans
Tired of Age Based plans
Combos 401(k) and Cash Balance options to maximize tax deferred savings
Variable Annuity Plans
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Allows employees to become partial owners of the company through stock allocations
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Employer-funded retirement plans where contributions are discretionary
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Tax-advantaged retirement savings plan for employees of public schools, non-profits, and certain religious organizations, allowing them to invest pre-tax income for retirement
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Payroll Processing
Time System and Integrated Workforce Management
Mineral HR-OnDemand
Benefits Administration
Accrual Tracking
Our Mission
To make retirement work for everyone by being the most experienced, knowledgeable, transparent, and client-driven TPA firm in the Bay Area.
To learn more about our expertise and how we can help you, visit Our Services.
Our Values
Stronger Together
We exponentially amplify outcomes for our stakeholders by working as one team, and by leveraging the collective expertise and experience of our partnerships.
Obsess Over the Customer
We are committed to helpful service with accuracy and urgency, delivering an unparalleled experience.
Strive to Be Better Every Day
We put ourselves on the path of continuous improvement and view feedback as a gift. We embrace the change that is required to achieve our goals.
Do Right Things, Do Things Right
In everything we do, we act first with honesty and integrity. We strive for excellence in our execution, with an intense attention to detail.
Seek to Understand Why
We are problem solvers, and we ask questions, seeking answers using the full scope of the data, knowledge, and experience from across the partnership.
Own the Outcome
We are accountable for our individual and collective results. We follow through to help our team, clients, and partners achieve the right outcomes.
Our Story
A unique history of dedication and transformation.
For 30 years, we have been honored to serve small businesses by transforming complexity into clarity, and delivering solutions that make a real impact. Our deep technical expertise, customer-focused mindset, and national resources allow us to find the best solution to your problem.
Since March 2022
Carlson Quinn is a proud Strongpoint Partner.
As a Strongpoint Partner, Carlson Quinn is a part of the most trusted, knowledgeable, and customer-centric retirement platform for small and medium-sized businesses.
