Integrated Pension Design, Inc.

Integrated Pension Design, Inc. was founded nearly 40 years ago by a former NASA mathematician from the Apollo 14 mission.

From the beginning, our guiding philosophy has remained the same: “While pensions can be as complex as rocket science, you don’t need to be a rocket scientist to understand them.”

We specialize in one thing: comprehensive retirement plan administration and actuarial consulting — and after nearly 40 years, it’s something we’ve come to do exceptionally well.

Our clients are located across the country and range in size from solo practitioners to firms with over 1,000 employees. Regardless of size or industry, each client receives the same level of thoughtful, hands-on service and expert guidance tailored to their unique goals and needs.

CUSTOM PLAN DESIGN

Our niche is sophisticated, customized plan design — often helping business owners and partners maximize their retirement contributions through well-structured, compliant plans.

While many providers offer standard, off-the-shelf options, we take a different approach. We work closely with our clients to craft tailored solutions that reflect their financial objectives and business structure, ensuring they understand every aspect of the plan they adopt.

CONSULTING & PROBLEM SOLVING

In addition to plan design and administration, we’re frequently brought in to resolve complex challenges — from compliance issues to design inefficiencies.

Our reputation for solving difficult problems has made us a trusted resource for takeover cases and intricate corrections. We don’t just fix issues; we explain them, solve them, and help prevent them from happening again.