Our Services
Integrated Pension Design, Inc. is a full-service retirement plan consulting and administration firm dedicated to supporting the needs of your business. Whether you're establishing a new plan or managing an existing one, our experienced team provides the expertise and guidance needed to ensure your retirement plan is efficient, compliant, and aligned with your long-term goals.
We offer a comprehensive menu of services designed to guide you through every phase of the retirement plan lifecycle—from custom design to ongoing administration and regulatory compliance.
OUR SERVICES INCLUDE:
Plan Design & Implementation
We work closely with you to design retirement plans tailored to your company’s goals, workforce, and structure. From startup plans to advanced strategies, we ensure your plan is built on a strong foundation for long-term success.
Plan Administration
We provide full-service administration for DC and DB plans—including 401(k), SH, PS, DB, and CB. Services cover recordkeeping, participant tracking, funding calculations, and compliance support.
Annual Compliance Testing & Reporting
We manage all required nondiscrimination testing and federal filings, including IRS Form 5500, PBGC premium filings, and other government reports. Our team ensures your plan remains compliant with evolving regulations and avoids costly penalties.
Ongoing Consulting & Strategic Support
As your business evolves, so do your retirement plan needs. We provide expert guidance to help you refine plan design, address operational issues, adapt to regulatory changes, and align your retirement strategy with your business goals.
Whether you’re a small business or a growing enterprise, we bring deep industry knowledge, proactive support, and a commitment to personalized service.
With Integrated Pension Design, Inc. you’re never on your own—we’re your long-term partner in retirement plan success.
