SOUTHERN PENSION SERVICES, INC.
TAMPA, FLORIDA

Southern Pension Services, Inc., founded in 1997 by Reba Cardillo, is a distinguished third-party plan administration (TPA) firm based in Tampa, Florida. The company specializes in assisting employers with the establishment and maintenance of employee retirement plans, ensuring compliance with IRS and DOL requirements. As an independent entity focused on client customization, Southern Pension Services prioritizes accurate and responsive support for its clients. Reba Cardillo, who serves as President/CEO, leverages over 30 years of industry experience to guide the company in retirement plan design, implementation, and consulting. She collaborates with a wide range of stakeholders including advisors, accountants, attorneys, and insurance agents, ensuring the plans are perfectly tailored to meet both employer and employee needs. Cardillo's extensive background began at Dun & Bradstreet Pension Services in 1992, where she honed her expertise in plan administration under ERISA regulations. At Southern Pension Services, all senior administrators are Enrolled Retirement Plan Agents (ERPA), allowing them to address specific retirement plan issues with the IRS per U.S. Treasury Department Circular 230. Their consultants hold designations such as Qualified Pension Administrator and Qualified 401(k) Administrator and engage in over 40 hours of continuing education annually to stay current on evolving legislation. The company ensures that managing employee retirement benefits is straightforward for clients, through simplified annual reporting, regulatory compliance, and ongoing plan maintenance processes. Southern Pension Services, incorporated as a Domestic Profit Corporation (DOMP) with the status 'Florida.Models.Dos.FloridaCompanyStatus', filed its last amendment on October 29, 2024, with its most recent annual report submitted for the year 2024 on January 29. The firm's headquarters is located at 2707 W Azeele St., Suite 200, Tampa, FL 33609, and can be contacted via phone at (813) 875-4003 or (813) 875-1003. Additional company information is available on its website: southernpensionservices.com.