5628 Copley Drive San Diego, CA 92111

Maximum value. Innovative solutions. Smart business.

A New Level of Service in Plan Design and Administration

With years of training and a wealth of industry experience, San Diego Pension Consultants has become a recognized leader in retirement plan innovation. Our talented team of consultants, administrators, and actuaries custom designs every plan to dovetail with the unique business goals of our clients. State-of-the-art information and communication technologies fuel every stage of implementation.

From one-participant to thousand-participant plans, we approach even routine administration pro-actively. Pension regulations are complex and ever-changing. Best practices may change from year to year. We strive to keep our knowledge base up-to-the-minute, our clients informed, and their plans performing optimally at all times. Above all, as professionals ourselves, we understand that expertise is no substitute for responsiveness, and that our reputation for customer service must be earned anew every day. It’s all part of our commitment to retirement plan solutions, and part of the reason why some of the nation’s most discerning and successful businesses place their trust in us.

Big changes come from small actions

We strategically optimize your custom plan

Experience has taught us that a well-thought strategy is the foundation for all that follows. Our retirement plans and custom design features strategically balance the intricacies of eligibility requirements, contribution allocation formulas, withdrawal rules, IRS compliance, and other complicated technical issues. With San Diego Pension Consultants at your side, you can have confidence that your plan has been optimized to specifically address unique business needs and maximize tax benefits.

We realize that our success ultimately depends on the satisfaction of our clients and their advisors. Our experienced staff is always within reach to answer technical questions, respond to requests, and provide up-to-date information. Each client has a dedicated administrator to help keep things running smoothly by assisting with ongoing compliance, operational issues, and participant communication. All professional staff members maintain or are pursuing industry designations requiring extensive levels of examinations and continuing education.

We are with you every step of the way. It’s all part of our unwavering commitment to client satisfaction through the highest levels of service and technical expertise.

Experience you can trust

Contact us today to learn what we can do for you

SD Pension is by no means the first company that I have worked with for defined benefit plan services. It’s not the first, but it’s clearly the best. DBP’s are complex; mistakes have serious ramifications and, yet, you can’t ignore them because the tax benefits are significant. Two things make SD Pension unique in the field. First, you have easy access to smart people that have been in the field for years if not decades. They are accessible; they have seen your concerns before; they know the answers. Second, they’re are not just focused on your this year tax return. Getting into these plans and managing these plans is one thing; preparing for a proper exit is quite another and, done incorrectly, can rob you of many of the benefits. Once again, SD Pensions has been there before and they can provide the needed advice. Bottom line, SD Pensions is simply the best.

John Major