CONSULTING SERVICES
Retirement plans are not static—they evolve as your business grows, regulations change, or goals shift.
Integrated Pension Design, Inc. provides expert consulting services to help you adapt your plan strategy and maintain long-term compliance and performance.
Whether you're making a small adjustment or navigating a complex regulatory issue, our team offers practical guidance and technical expertise to support your plan at every stage.
OUR CONSULTING SERVICES INCLUDE:
Strategic Plan Reviews
We provide high-level evaluations of your existing plan to ensure it remains aligned with your business goals, workforce demographics, and tax strategy—recommending adjustments where needed.
Plan Amendments, Mergers & Terminations
We guide you through plan amendments, corporate mergers, spin-offs, and full plan terminations—helping you navigate complex regulatory and procedural requirements while minimizing disruption to your operations.
IRS & DOL Audit Support
If your plan is selected for an IRS or DOL audit, we provide end-to-end support—organizing documentation, preparing responses, and assisting with resolution to ensure a smooth and compliant process.
Benefit Studies & Projections
We develop customized benefit analyses and long-term projections to support strategic decisions around plan funding, employee retirement readiness, and contribution planning—especially for key employee and ownership groups.
Compliance Resolution Services
We help you identify and correct plan compliance issues—whether through self-correction or IRS and DOL voluntary correction programs—minimizing risk and maintaining plan integrity.
Plan Redesign Consulting
Whether you’re adjusting for company growth or regulatory changes, we work with you to redesign your plan for improved efficiency, competitiveness, and alignment with evolving business needs.
From strategic design updates to audit assistance and compliance support, our consulting services are built to help you get the most value from your retirement plan—now and into the future.
Need help with a plan correction, amendment, or audit response? Contact us today to speak with one of our experienced consultants.
