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Insights & Expertise

Explore practical guidance on retirement planning, compliance, tax strategies, and industry trends designed to help plan sponsors and business owners make informed decisions. Our team shares insights to simplify the complex and support your retirement plan success.

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How Cross Testing Can Maximize Profit-Sharing Plan Contributions

The Pension Design Group August 14, 2026

Key Takeaways Cross testing is an IRS-approved retirement plan design strategy that can help business owners and highly compensated employees…

5 Tax Benefits of Offering Employee Retirement Plans

The Pension Design Group August 12, 2026

Key Takeaways Offering an employee retirement plan can deliver significant tax savings while strengthening your employee benefits package. From startup…

How Financial Advisors Can Partner with Third-Party Administrator Consultants (TPA) for Better Client Outcomes

The Pension Design Group August 5, 2026

Key Takeaways: In today’s complex retirement planning landscape, collaborating with third-party administrators (TPAs) transforms how financial professionals serve plan sponsor…

Small Business Retirement Plan Options: A Complete Guide

The Pension Design Group November 21, 2025

For small business owners, establishing a well-chosen retirement plan represents more than just a financial decision, it’s a strategic investment…

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PDG News

Insights & Expertise

How Cross Testing Can Maximize Profit-Sharing Plan Contributions

5 Tax Benefits of Offering Employee Retirement Plans

How Financial Advisors Can Partner with Third-Party Administrator Consultants (TPA) for Better Client Outcomes

Small Business Retirement Plan Options: A Complete Guide

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