Whether you're a business owner, financial advisor, or CPA, The Pension Design Group's expert third-party administration takes the complexity out of retirement plan design and management, allowing you to focus on your core business while optimizing your tax strategy.
Let us shoulder the burden of plan management while you reap the benefits. Our team ensures timely filings, accurate record-keeping, and seamless coordination of all plan-related tasks. With PDG, you'll have a true partner dedicated to making your retirement plan a strategic asset that helps you recruit, retain, and reward your employees without any of the administrative headaches.
Amplify your client relationships and grow your assets under management with The Pension Design Group's premier third-party administration services. We handle the complex paperwork, ensure compliance, and provide responsive, accurate support that will make you shine in your client's eyes. Our expertise frees you from time-consuming administrative tasks, allowing you to focus on what you do best - advising clients and building your practice. Let The Pension Design Group manage the details while you maximize your valuable time and expand your business.
Partnering with The Pension Design Group enhances your service offerings and client satisfaction. We meticulously handle complex compliance requirements, tax filings, and reporting, ensuring the accuracy and timeliness of your client's requests.
Our partnership allows you to expand your advisory role without the burden of day-to-day plan management. Trust PDG to deliver the detailed administration your clients need, freeing you to focus on high-value accounting and strategic tax planning services.
Trusted by financial advisors, CPAs, and business owners, PDG has expertly designed and managed nearly 1,000 custom retirement plans. Our passionate team handles all paperwork and details, ensuring responsive communication to save you time.
We offer flexible solutions that boost assets under management and optimize tax strategies. Choose PDG for the dedicated partnership that lets you focus on growth while we expertly manage the complexities of plan administration. Here are just some of our preferred partners.
Our team makes getting started an effortless process that's designed to save you time, effort, and paperwork.
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.
We'll discuss your specific needs and objectives to understand your unique situation and requirements.
Our team will craft and deliver a personalized proposal for your review, ensuring it aligns perfectly with your goals.
Together, we'll review the proposed plan and make any necessary adjustments before finalizing the details.
From implementation to ongoing management, we handle all the details so you can focus on your business with peace of mind.
Newsletter Signup