About Us
Pension Design & Planning was developed with three principals in mind:
- Service Excellence
- Qualified Plan Efficiency
- Financial Education
We believe retirement plan administration should be a smooth process
for plan sponsors and a source of reward for participants. We have been
helping clients with their 401(k), Profit Sharing and Cash Balance plan
needs since 2003.
What we do
What's a product Pension Design & Planning, focuses on the straight forwards process of Qualified Retirement Plan implementation and administration. Our systems give our plan sponsors and their participants the advantage they need for make the best possible retirement plan decisions.
What we do
- Provide Retirement Plan Administration Expert Analysis
- Free Competitive Fee Analysis and Recommendation
- Optimize Fee Structure, TPA - Recordkeeper – Investments
- Analyze Technical Plan Design to Reduce Employer Matching Cost
- Tax Mitigation Strategies with Defined Benefit Cash Balance
- ROTH vs Pre-Tax Analysis
- Target Date QDIA Optimization
- Administration Compliance Review and Practice Recommendations
- Concierge Participant Rollover Services
- Monthly Plan Sponsor Education and Coaching
- Monthly Participant Education
- Prevent IRS and US Dept of Labor Audits and Fines