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Business retirement planning made easy

We'll help you secure a happier future.
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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.

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Our Partners
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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

I have a retirement question
Why We're Different
Client Meetings

Of course we will meet with you to discuss your Plan Goals and offer recommendations to improve your Plan.

Work with HR Department

Understand a change in the Plan, it probably impacts HR most. We work with this department to ensure smooth transition.

Revenue Sharing

Recordkeepers usually provide revenue sharing. We take all or a portion to offset Plan Fees. Check if your current TPA does…

Small Business Service

We pride ourselves on being a small business and providing personalized service. You will never be treated as a “Client Number” and you will receive fast, friendly service.

Not a Salesperson

Other firms have salesman sell you a Plan and you never hear from them again. You can contact me at anytime with Plan Questions.

Plan Distributions

If you have terminated employees still on the Plan with less than $5,000 they can be forced out. That’s what we do!

OUTSTANDING SERVICE
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

Contact Us
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  • 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 2019
    Portland, 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 Advisor
    Hamden, CT (2019)
  • Mark’s expertise not only makes life easier for the clients but for our team as well.
    Financial Advisor
    New York City
  • I truly appreciate the personal attention you give to me and my employees.
    Business Professional
    Cheshire, CT
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