Contact Us:

5628 Copley Drive

San Diego, CA 92111

(858) 503-7700 / Fax: (858) 503-7715

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About Us

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.