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.
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.
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.
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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.
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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.
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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.
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.
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.
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.
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.
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.
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