Pension Team

Teamwork and cooperation sets Coe Administrators apart! Our unbiased, open and honest environment allows our team to achieve its primary goal: Provide your business with a successful, worry free Retirement Plan.

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Paula Loker: Senior Pension Administrator

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Actuarial Services

Failing Testing? Current Deferral Limits restricting your ability to accumulate assets in the plan? Coe’s Actuarial Division can design an employee benefit plan that meets your objectives. Our team will provide the necessary technical support through plan design, implementation, day to day administrationand IRS submission.

 

John Puscian: Chief Actuary

Communication

Plan information is regularly updated and can be viewed through online account access. Your Servicing Agent, along with the entire team at Coe Administrators, are readily available to address your questions or concerns and provide on-site meetings as needed.

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Customized Plan Design

Whether you are just getting started or your plan has been in existence for many years, our team of Retirement Plan Professionals will tailor your plan. The results is an affordable, effective plan that meets your retirement plan goals.

Employee Education

Offered as part of our annual service plan, Coe; along with your Servicing Agent will specifically design educational enrollment meetings so that participants will be better equipped to make financial decisions within the plan.

Contact Us

920.236.3600

920.236.6585

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2450 Witzel Ave Oshkosh WI 54904

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