Worker with Ladder

Our Services

What set us apart

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We make it easy

We do all the hard work, so you don't have to.  Let us worry about what needs to get done, so you can focus on running your business. 

Affordable

Low cost simple solutions for small business and prudently priced custom options for others.  We make retirement plans affordable for all employers, big or small. 

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Done Right

You need to have confidence that your retirement plan is being run correctly.  We live, breathe and sleep this stuff.  Over 45 years doing plan administration, you can count on us to do the job right. 

Our services

Plan Design and Implementation

A plan designed custom for your business and then we handle the implementation for you.

Creation and Maintenance of Plan Documents

When combining experience with the best in technology we can efficiently design and maintain plan documents at a low cost.

Fiduciary
Process

Putting in place a strong, prudent fiduciary process is an important part of limiting an Employer's liability.  

Vendor Selection Assistance

We know the ins and outs of vendor selection. We can guide you to the right decision.

Annual Compliance Testing

When it comes to rules under the DOL and IRS we are here to make sure your plan is run properly. You can count on us.

Financial Advisor
Support

There is no role more important than the Financial Advisor, plain and simple.  We understand and value the combined efforts of the Financial Advisor, Vendor and TPA.

Retirement Plan Fee Analysis

Let us pop open the hood of retirement plan fees, show you how the engine works and then negotiate on your behalf.

Government
Reporting

We prepare all Government filings and make sure deadlines are met. 

Lightning Fast Loans & Distributions

When you need your money, you need your money. Our dedicated teams get distributions processed accurately and fast. 

TPA experts

Sales Contact

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Chad Johansen

650.425.7663

mark.palmini@plandesign.com

SF Bay Area - North Bay, Peninsula, Sacramento

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Mark Palmini

650.425.7663

mark.palmini@plandesign.com

SF Bay Area, South Bay, East Bay  Monterey, Santa Cruz

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Justin MacNeil 

650.425.7663

mark.palmini@plandesign.com

Orange County, Los Angeles and Inland Empire