5628 Copley Drive San Diego, CA 92111

Main Contact

Phone: (858) 503-7700

Fax: (858) 503-7715

Address: 5628 Copley Drive San Diego, CA 92111

Consulting Services

  • Aaron Dorsey

    Director Consulting Services

    858-503-7700 x121

Billing/Accounts Receivable

  • Becky Claudio

    858-503-7700 x103

  • Loan/Distribution Status

    858-503-7700 x100

  • Administration Services

    Existing clients please call 858-503-7700 to be connected to your plan administrator.

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