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.
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
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
United Pension Designs has been a game changer for our company with their creative thinking and strategies and their seamless thorough implementation. We are so happy that we changed firms.
Client since 2019Portland, CT
We have been working with Mark and his staff for the last few years. The professionalism and knowledge is unmatched. United Pension Designs by far has the best customer service when it comes to any TPA firm we have used. If you are looking for a local TPA, UPD should be one of your first calls.
Financial AdvisorHamden, CT (2019)
Mark’s expertise not only makes life easier for the clients, but for our team as well.
Financial AdvisorNew York City
I truly appreciate the personal attention you give to me and my employees.
Business ProfessionalCheshire, CT