Why Choose The Pension Design Group?
All of our clients work with a Financial Advisor, which provides a valuable team-based approach.
This allows us to work effectively together to meet the goals and objectives of your retirement plan needs.
WHAT WE DO
• plan document establishment & review
• compliance testing
• process distributions & loans
• delivery of required notices
• 5500 preparation
BENEFITS WE PROVIDE
• We ensure each plan is designed properly, which is the foundation for a successful retirement plan.
• We provide expertise regarding plan design, implementation, and completion of applicable paperwork.
• We keep you informed throughout the year with pertinent updates regarding compliance and administration.
RESULTS
• Through optimal plan design we business owners reduce their tax liability and increase retirement savings, both of which help the bottom line.
• Our dedicated service team handles all aspects of administration, allowing you time to focus on your business.