Advanced Plan Designs (APD) is an employee benefits consulting firm in business over 20 years providing innovative solutions for retirement plans for companies large and small across the United States. We are focused on delivering custom plan design and on-going administration for qualified retirement plans.
Our plans are tailor-made to accomplish your goals. While the right plan design will save you thousands of dollars each year, the wrong plan design can cost even more. It is our belief that your role is to run your business and our role is to run your retirement plan. We work alongside your financial advisor and record keeper to deliver a professionally bundled solution to you and your participants.
Our plans are tailor-made to accomplish your goals. While the right plan design will save you thousands of dollars each year, the wrong plan design can cost even more. It is our belief that your role is to run your business and our role is to run your retirement plan. We work alongside your financial advisor and record keeper to deliver a professionally bundled solution to you and your participants.
Services
Advanced Plan Designs, LLC is an employee benefits consulting firm in business over 20 years providing innovative solutions for retirement plans for companies large and small across the United States. We are focused on delivering custom plan design, 3(16) Fiduciary Services and on-going administration for qualified retirement plans.
From the founding of the company, Advanced Plan Designs prided itself on handling the most complex plan design issues. However, it is clear American small businesses need an effective solution with less complexity. We meet the most sophisticated and complex needs of our clients while still serving the needs of the business owner who prefers something a bit more basic.
Shortly after I bought my business in 2015, we set up a 401k plan in partnership with Advanced Plan Designs. The assets in our plan have grown to nearly $2M in the last 5+ years. We have great participation from our team members and this plan has helped many of them save for retirement for the first time.
The professionals at Advanced Plan Designs truly partner with financial advisors to provide their clients with the best possible service model.
Some of the benefits we provide to you during the sales process include free customized proposals and plan design analysis, assistance with your sales call, technical support, assistance with vendor selection and educational seminars to increase your plan knowledge and assistance with increasing your overall book of business.
Some of the benefits we provide to you during the sales process include free customized proposals and plan design analysis, assistance with your sales call, technical support, assistance with vendor selection and educational seminars to increase your plan knowledge and assistance with increasing your overall book of business.
APD provides a variety of business support and company retirement plan services to companies, owners, investors and employees. We design and administer company retirement plans, such as 401(k), 403(b), defined benefit, church plans and more for Profit and Not for Profit organizations. We are seeking a highly motivated, hardworking and detail oriented Plan Consultant to join our team.
Reviews (1)
Jordan Worley
Nov 30, 2017
Report
