Founded in 1993, Plan Design Partners, Inc. is a third-party administration and consulting firm that designs, implements, and administers qualified retirement plans for businesses of all sizes. The company operates independently, without affiliation to any investment or insurance products, allowing them to provide objective advice. They partner with financial advisors and plan sponsors to offer services including plan design, compliance testing, government reporting (Form 5500), and ongoing plan administration, aiming to simplify the complexities of retirement plan management for their clients.

Founded in

United States