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.

Visit

760 Lakeview Plaza Boulevard, Suite 700

Worthington, OH 43085

Call

888-4-K-PLANS

© 2013 by The Pension Design Group. All rights reserved.