Clemons & Campbell, Inc. is an independent third party administrator that serves clients across the Southeast with administrative services for qualified retirement plans. We strive to provide quality service that will ensure that the retirement plan is in compliance with the tax laws, IRS regulations and ERISA reporting and disclosure requirements. We provide documentation and full-service, fee-based annual administration to Defined Contribution retirement plans.

We work closely with CPA’s and financial advisors to be certain that the client’s retirement plan is best suited for the company and its employees. As an independent third party administrator, Clemons & Campbell, Inc. offers plan sponsors the flexibility to select from an unlimited choice of investments under management at any time.

Whether the plan is trustee directed or participant directed, we have the flexibility to provide the administrative services required for qualified retirement plans. We are currently named as preferred TPA’s for: John Hancock, American Funds, Principal, Hartford, Lincoln Financial and AXA and have a working relationship with brokers, financial advisors, and banking institutions throughout the Florida panhandle.

Existing clients may click here for completion of census information: www.macrotect.com.