Serving Trusted Advisors
Our commitment to excellence fosters valuable partnerships.
Our Commitment
A partnership with unmatched service and attention to detail.
We work side-by-side with Recordkeepers and Advisors to support employers and employees, ensuring accurate reporting, seamless plan administration, and lasting compliance. At the heart of it all is our commitment to the trusted relationships we share with our clients, where collaboration drives success.
The Most Trusted TPA by Professionals
Recordkeepers and Financial Advisors are Carlson Quinn’s valued partners.
Carlson Quinn is proud to have held strong partnerships with expert Recordkeepers, Accountants, Financial Advisors, CPAs, and attorneys for decades. Our relationship with these trusted partners, like you, will always be highly prioritized by our team. Our reputation for responsive service and customized plan administration has made us a premier partner for retirement solutions in the San Francisco area. We don’t take that recognition lightly, which is why we are committed to providing collaboration and partnership.
Our Expertise
A small team powered by 30+ years of experience
“At Carlson Quinn, what sets us apart is the caliber of our people and the care we put into every retirement plan. Our team is made up of an ERISA attorney, credentialed plan administrators, administrative staff, and strategic partners, bringing both technical expertise and creative problem-solving to the table. The commitment to tailoring our services, backed by decades of experience, is what allows us to deliver retirement programs that are not only compliant and well-administered, but also deeply valued by the employers and employees we serve.”
– Brian Quinn, Founder & President
