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Business retirement planning

- made easy
WHAT WE DO
Full-service third party administrative services for retirement plans

Since United Pension Designs, LLC is an independent company, you are able to invest your plan assets with any financial firm(s) you choose. Our independence gives you the ability to diversify and change your investment choices without disrupting the documentation and valuation reporting for your plan.

Our Partners
OUR EXPERTISE
Specialized expertise and extensive knowledge

We’ll keep you advised of the changes in the laws.

It always amazes me how familiar you are with my practice and how you are able to make me understand complicated numbers.

– Business Professional, Cheshire, CT

OUTSTANDING SERVICE
Personal, professional, and cost-effective

We assure you that we will do our very best to make sure our services meet your expectations and retirement objectives.

Mark and his team at United Pension Designs not only bring a high level of service, but also a great experience for all of our clients.
– Financial Advisor, New York City

Why We're Different
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