Qualified Retirement Plan Consulting

Since 2003, The Pension Design Group (PDG) has been helping businesses meet their retirement plan goals. PDG provides customized, full-service retirement plan administration. We collaborate with you, your financial advisor, and your accountant to design a plan that attracts and retains top talent while meeting your retirement goals and objectives. PDG prides itself on streamlining administrative processes, maximizing retirement savings, and minimizing tax liability for our corporate clients.

Retirement Plan Solutions Designed for Small & Mid-Size Business Owners

At PDG, we create retirement plan solutions tailored to the unique needs of business owners while working with their financial advisors, CPAs, and accountants. With PDG as your partner, you can focus on growing your business, knowing your retirement plan is in expert hands.

Business Owners

We work closely with business owners to design customized retirement plans that minimize tax liability, maximize retirement savings, and align with their business goals. Our expert team handles plan implementation, design, and administration to save you time and inconvenience. With our retirement plan consulting and solutions, you can enhance your retirement benefits to attract and retain a loyal workforce. 

Contact Us

Financial Advisors

Collaborating with Financial Advisors, we offer a team-based approach to seamlessly integrate retirement plans into an overall financial strategy. Our consulting expertise helps plan sponsors achieve their retirement goals. Together, we'll analyze your client's needs and design a defined contribution or defined benefit strategy that meets their financial objectives. 

Contact Us

Certified Public Accountants (CPA)

We partner with CPAs and accountants to provide specialized retirement plan solutions that maximize your clients’ tax savings. Our expertise in plan design, implementation, and compliance testing alleviates the burden of managing these matters in-house. Our office handles the filing of Form 5500 and will work with you to determine the best retirement plan contributions to minimize the client’s tax liability. 

Contact Us

Simplify Retirement Plan Management:

Let PDG Be Your Solution

The Pension Design Group understands the challenges of attracting and retaining employees and administering a retirement plan while running a business. We're here to help. Let us handle plan design and compliance and assist you with your fiduciary obligations so you can focus on the growth of your company.

The Pension Design Group’s Core Values are PDG:

Personalized Service
We tailor retirement plans to meet each business's unique needs, ensuring personalized solutions that drive success.

Details Matter
Our meticulous attention to detail ensures plan compliance and maximizes the benefits of your retirement plan.

Great Partnerships
We collaborate closely with business owners, financial advisors, CPAs, and accountants to deliver seamless, integrated retirement plan solutions.

Comprehensive Retirement Plan Services: Your Path to Success

The Pension Design Group's customized services remove administrative burdens, ensure compliance, and provide confidence in your retirement plan. By working with PDG, you can focus on your business, knowing our office is available to assist you at any time. We review the contributions and employee information annually and manage participant loans and distributions. This allows you to focus on the operation and growth of your business.

Plan Document Review and Design

The Pension Design Group's plan document review and design service provides a solid legal foundation for your retirement plans, whether newly initiated or existing. Using our knowledge and experience, we create customized plan documents and summaries tailored to your needs for brand-new retirement plans. When PDG takes over the administration of an existing plan, we conduct a thorough review and update the documents to ensure they reflect any changes and comply with current ERISA, IRS and DOL regulations.

Compliance Testing

The Pension Design Group's compliance testing ensures that the retirement plans we administer meet all ERISA, IRS and DOL regulations. When PDG administers your plan, we work to ensure there are no potential issues to prevent costly penalties and safeguard your plan's tax-advantaged status. PDG provides guidance on the compliance and operation of your plan so you can focus on your business.

Loan, Distribution, and Rollover Management

PDG manages loans, distributions, and rollover requests, relieving employers from administrative tasks.

Delivery of Required Notices

From annual disclosures to participant notifications, we manage the preparation and advise on the distribution of these critical communications. Our expertise in this area helps maintain your plan's compliance, reduces administrative burdens, and keeps your employees informed about their retirement benefits.

Simplified Compliance: Expert 5500 Preparation and Valuation

Retirement plan compliance can be overwhelming. The Pension Design Group is here to help. We prepare your Form 5500 for signature, file it, and provide you with annual retirement plan valuation reports to ensure accuracy and timely filing so you avoid headaches and penalties.

Get Started Today and plan your Future Success with PDG

Our team is here to help and support you.

Get Started with a Trusted Partner for Retirement Plan Success

Step 1: Contact Us

Reach out to The Pension Design Group by phone at 888-4-K-PLANS or email us to express your interest. We'll be in touch to discuss your needs and answer any questions.

Step 2: Discovery Meeting

Provide a census of your current employees. We'll also ask more in-depth questions about your objectives and ideal plan features to tailor the perfect solution.

Step 3: Customized Proposal

We'll create a proposal outlining a customized plan. We'll review the design, answer questions, and discuss benefits in a virtual or in-person meeting.

Step 4: Implementation and Support

We'll handle the implementation of your plan, from documents to compliance. We can facilitate contribution submissions and will provide ongoing support, ensuring your plan's success and your employees' retirement readiness.

Case Studies

“Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.”

John Smith | Business Company, LLC

Case Studies

“Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.”

John Smith | Business Company, LLC

Case Studies

“Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.”

John Smith | Business Company, LLC

Newsletter Signup

© 2024 The Pension Design Group. All rights reserved. Privacy Policy.
Website Designed by FIRM