Advanced Plan Designs, LLC is a professional services firm that provides comprehensive third-party administration, consulting, and recordkeeping for company-sponsored retirement plans. They focus on creating customized plan designs for small to mid-sized businesses, including 401(k), 403(b), Profit Sharing, and Defined Benefit plans. The company's mission is to help employers meet their fiduciary responsibilities through meticulous plan design, ongoing compliance testing, and efficient administration, while explicitly stating they do not sell investment products, ensuring impartial plan management.

Founded in

United States