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The following communication was sent to PDC Clients on: 3/24/2020

To our community, I am hoping to not repeat the same email that has filled your inbox over and over again. You know the one, where I tell you how valued you are as a customer, how these are unprecedented times and how our support of you remains strong. All three of those things are obviously true… but, let me get straight to the point and tell you what you need to know.

  • Plan Design Consultants has been providing retirement plan compliance work since 1975. We have successfully faced many perilous times…including the dot com bust, 9/11 and the 2008 financial crisis. We are confident in our ability to support our clients through these critical times.

  • Our full staff is sheltering in place in their homes & working remotely. We are 100% operational and will continue as normal. 75% of our team have already been working from their homes for many years now.

  • We have tweaked our operations and prepared our staff to deal with surges in distributions (loans, hardships, etc.) We stand ready to help participants gain access to cash if they need it.

  • Stay Tuned: The government is working on fast legislation that will offer relief in the areas of retirement plans. We will keep you informed and adjust our operations so you can take advantage of these changes.

While we don’t have control over the situation impacting us all, we do have control over how we handle it and how we support each other. If you have any questions or need help with your retirement plan, please let us know. We are here for you.

J.D. Carlson


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