At The Pension Design Group, we don't just create retirement plans — we forge powerful alliances. We team up with retirement plan sponsors, financial advisors, and CPAs to craft custom retirement plans that truly shine. Our approach? Minimize stress and maximize benefits.
Imagine a custom-crafted retirement strategy that works as hard as you do. That's what we deliver, hand in hand with our network of trusted partners. Ready to join forces with the best in the business? Take a look at some of the esteemed companies we're proud to call our partners:
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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