About our Founder
Our President, Stephen M. Koch, has been an industry leader in retirement planning since the early 1970’s. Steve has been recognized as a multiple award winner in the financial services industry, including a multiple winner of Seattle Magazine’s “Best Personal Wealth Managers” in the category of “Business Planning”. Steve has created accredited courses for CPAs and financial professionals in continuing education for retirement plans. He has been a guest lecturer on estate and business planning, tax-qualified and non-qualified retirement plans, for colleges and organizations around the Puget Sound area.
Steve started the company to serve his business and estate clients who needed excellent retirement plan representation. When 401(k) plans became popular, Steve personally created copyrighted software for plan administration and compliance. Steve remains committed to excellence in customer service as well as participant education and support. Making certain clients and their employees have the tools they need to prepare for retirement is his top priority.
About our Company
Stephen M. Koch & Co., Inc. has been providing third party administration services since 1973. Our focus is compliance and helping sponsors meet their fiduciary obligations. We pride ourselves in accessibility and providing personalized one-on-one attention with annual face-to-face meetings.
Our goal is to design a Plan that works best for our clients and their employees and to make changes overtime as the design needs change. Retirement Plans are not one size fits all and we pride ourselves in treating every Plan as uniquely as the company it is designed to serve.
