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Plan Design Consultants, Inc. logo — smart.easy.awesome.

Plan Design Consultants, Inc.

smart.easy.awesome.

Founded 1975 United States Carlsbad, United States 24 employees Finance, Financial Services

General Information

Company Name Plan Design Consultants, Inc.
Founded Year 1975
Location United States Carlsbad, United States +1
Employees 24
Industries Finance, Financial Services
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About Plan Design Consultants, Inc.

Plan Design Consultants, Inc. (PDC) is a renowned player in the finance and financial services industries, dating back to its establishment in 1975. PDC prides itself on offering top-tier retirement plan services, aiding employers in designing, installing, and annually administering various Qualified Retirement Plans. The company's expertise spans 401(k), 403(b), Profit Sharing Plans, Defined Contribution/Defined Benefit Combination Plans, and Defined Benefit Plans. PDC's vibrant company color, represented by orange, reflects its values of creativity, change, and innovation. Embracing the slogan "smart.easy.awesome," the company shapes its overarching approach to the retirement plan business and client services around these principles. Operating under an "Esprit De Corps" mentality, PDC fosters teamwork among its members, striving for continuous improvement and evolution in solutions. The PDC Team is dedicated to solidifying its reputation as a leader in client services and fostering successful relationships with Financial Advisor partners. The emphasis lies on delivering quality work and experienced consulting, always accompanied by a friendly, cheerful service model. Currently, there is no information available regarding PDC's recent investment activities or related investors. However, with its extensive expertise and dedication to excellence, Plan Design Consultants, Inc. stands firm as a formidable force in the realm of retirement plan services.

Taxonomy: Retirement Plan Services, Qualified Retirement Plans, 401(k), 403(b), Profit Sharing Plans, Defined Contribution/Defined Benefit Combination Plans, Defined Benefit Plans, Employer Assistance, Financial Advisor Partnerships, Teamwork Mentality, Client Services, Innovative Solutions, Esprit De Corps, Consulting Expertise, Quality Work

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Plan Design Consultants, Inc. Alternatives & Competitors

Plan Design Consultants, Inc. vs
ExpertPlan
ExpertPlan

Delivering simple and affordable retirement solutions to small employers through advanced technology...

Series C
Finance, Financial Services
Plan Design Consultants, Inc. vs
PACETPA
PACETPA United States

Independent Retirement Plan Administration

9 employees
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Plan Design Consultants, Inc. vs
Latitude Retirement
Latitude Retirement United States

Latitude Retirement is committed to helping you and your company create a path to a successful finan...

41 employees
Financial Services, Insurance

FAQ About Plan Design Consultants, Inc.

smart.easy.awesome.
Plan Design Consultants, Inc. was founded in 1975.
Plan Design Consultants, Inc. is headquartered in Carlsbad, United States.
Plan Design Consultants, Inc. operates in the following industries: Finance, Financial Services.
Plan Design Consultants, Inc. has approximately 24 employees.
Top alternatives and competitors to Plan Design Consultants, Inc. include ExpertPlan, PACETPA, Latitude Retirement, Pension Assurance LLP, RPG Consultants. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Plan Design Consultants, Inc. and ExpertPlan are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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