Retirement Strategies, LLC, a third-party administration (TPA) firm for employer sponsored retirement plans and cafeteria plans, is the outgrowth of a synergy directed towards enhancement of customer service.

In the summer of 1999, the investors of Retirement Strategies merged the retirement plan administration practices of two accounting firms, Pulakos & Alongi, Ltd., Atkinson & Co., Ltd., and the law firm of Modrall, Sperling, Roehl, Harris & Sisk, P.A. thereby creating a client base extending over 30 years.

A unique benefit brought to the client’s table comes from Retirement Strategies’ ability to almost instantly access staff from the two accounting firms and law firm when legal and taxation issues arise or a temporary influx of work exceeds current staffing levels. By combining the resources of the three professional firms, Retirement Strategies is able to increase the depth of technical expertise enabling faster responses for the client and reduced associated costs.