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
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
Why We're Different
Personal, professional, and cost-effective
We will do our very best to ensure 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