5628 Copley Drive San Diego, CA 92111

We optimize your plan

To suit your unique business needs and maximize tax benefits

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.
  • Experience our

    Client commitment

    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.

Let us help you find the plan

That is right 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