Resource Library

Navigate Your Company’s Retirement Plan with Our Expert Resources

Our collection of resources is your gateway to financial freedom for our plan sponsors and their employees. Whether your company is just starting a plan or looking to enhance your retirement strategy, our resources empower you and your employees to make informed decisions.

Don't just dream about your company-sponsored retirement plan; let The Pension Design Group help you design it with confidence.

Retirement Resources at Your Fingertips

From expert-crafted forms and insightful FAQs to our powerful retirement calculator, we've assembled everything you and your employees need to chart your course to a secure future. We have compiled these resources based on our decades of experience working with financial advisors and plan sponsors to help transform uncertainty into clarity.

401(k) Compliance Calendar

401(K) Plans for Small Businesses

5 Reasons to Start a Retirement Plan

Beneficiary Designation Form

Cash Balance Pension Plans: White Paper

Cash balance Pension Plan: Fact Sheet

Colonial Surety ERISA Bonds

Choosing a Retirement Solution for Your Small Business

PDG Cash Balance Pension Plans - Top Features

Sample Maximum Lump Sum Contribution Limits

Tax Credits for Small Employer Plans

Designation-of-Beneficiary

Wage Deferral Agreement

Do you need to speak with one of our retirement experts? Call us at 888-4-K-PLANS or email us.

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