Contact Us

To learn more about how the Carlson Retirement Plan Services team will develop a customized, competitive 401(k) plan for your organization, please contact us. Alternatively, you can set up a complimentary review of your plan today.

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SouthPoint Office Center


Bloomington – Primary
1700 West 82nd Street, Suite 150
Bloomington, MN 55431

11 Bridge Square, Northfield, MN 55057

118 4th Street East, Hastings, MN 55033

30 3rd Street SE, Suite 201, Rochester, MN 55904

Calling All Plan Participants

Our 401(k) advisors are here to help! If you have questions about your 401(k) plan, we invite you to schedule a one-on-one virtual meeting with our team. Learn more.