Main Contact
Phone: (858) 503-7700
Fax: (858) 503-7715
We Have Moved!
Address: 9665 Chesapeake Dr #201 San Diego, CA 92123
Phone: (858) 503-7700
Fax: (858) 503-7715
Address: 9665 Chesapeake Dr #201 San Diego, CA 92123
Director Consulting Services
858-503-7700 x40463
858-503-7700 x40460
858-503-7700 x40488
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