The Pension Design Group Email Format

Financial ServicesOhio, United States11-50 Employees

The Pension Design Group operates in the financial services sector with a focus on 401(k) plan administration. It handles the preparation of 5500 tax forms, compliance testing, and annual valuations to ensure plans stay compliant and up to date. The firm works directly with business clients and increasingly collaborates with CPAs and financial planners who refer clients to them.

Based in Worthington, Ohio, the company is a small to mid-sized practitioner within retirement plan services. Its market consists of organizations seeking expert administration of their 401(k) programs, aided by professional referrals from accounting and financial advisory communities.

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