Third Party Administration Servies 401(k) - Profit Sharing & Cash Balance
Expert solutions for retirement plans and benefits management.
About Pension Design
Expert Retirement Solutions
At Pension Design & Planning, we specialize in 401(k) retirement plans tailored for your business needs. Our expert team ensures compliance and maximizes benefits for your employees.
Contact Us
We're here to help with all of your retirement plan needs!
We love our customers, so feel free to contact us during normal business hours.
Hours
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
Pension Design & Planning Inc. Privacy Statement
At Pension Design & Planning, Inc. we value your trust and are committed to protecting your personal information. This Privacy Statement explains how we collect, use, and safeguard your data when you interact with our website, products, or services.
1. Information We Collect
We may collect personal details such as your name, email address, phone number, and payment information when you make a purchase, sign up for our newsletter, or contact us. We also gather non-personal data like browser type, device information, and site usage statistics to improve our services.
2. How We Use Your Information
Your information is used to:
- Provide and improve our services
- Process and send service confirmations
- Respond to your inquiries and support requests
- Send relevant updates or service notices (with your consent)
3. Data Protection
We implement industry-standard security measures to protect your data from unauthorized access, alteration, or disclosure.
4. Sharing of Information
We do not sell or rent your personal information. We may share it with trusted service providers who assist in operating our business, under strict confidentiality agreements, or when required by law.
5. Your Rights
You have the right to access, update, or request deletion of your personal data. To exercise these rights, please contact us at Geison.DeAraujo@pdptpa.com.
6. Changes to This Statement
We may update this Privacy Statement from time to time. Any changes will be posted on this page with an updated revision date.
Contact Us
If you have any questions about this Privacy Statement, please email us at Geison.DeAraujo@pdptpa.com.
If you’d like, I can also create a more detailed, privacy policy that includes compliance with laws like GDPR or CCPA. We send you upon request.
Pension Design & Planning Inc. Privacy Statement
PO Box 512, St James NY 11780
(631)- 342-3520
Subscribe
Sign up to hear from us.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.