9665 Chesapeake Dr #201 San Diego, CA 92123

Our full spectrum of plan services

Designed to fit every business size and budget

Which plan would you like to learn more about?

  • 401(K) Plans

    • Traditional
    • Safe-Harbor
    • Roth 401(K)
  • Profit Sharing Plans

    • Traditional
    • Tiered Allocation
    • Aged Weighted
  • Defined Benefit Plan

    • Traditional
  • Cash Balance Plan

    • Traditional

We make planning simple

Making your goals obtainable

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