The process is simple:
● Download the Excel Spreadsheet below ● Fill it out in it's entirety ● Save and send the spreadsheet back to us via email at info@pensiondesigngroup.com ● To upload securely, Click Here
888-4-K-PLANS
614-888-6008
760 Lakeview Plaza Boulevard, Suite 700 Worthington, OH 43085
Email Us
Retirement Plan Design & Administration
Profit Sharing Plans
5500 Preparation & Filing
Audit Support
Compliance Testing
Our Team
Our Approach
Our Process
Partners
Careers
Privacy Policy
Who We Work With
Tax Savings Calculator
Census Template
Withdrawal Request
Contact
Resource Library
News & Insights
Newsletter Signup