CPD generates leading edge retirement plan strategies which provide higher rates of employer contributions to owners and executives.
Our highly qualified plan consultants provide consultative, high touch service to clients while maintaining compliance with all government regulatory standards.
Why CPD Retirement Plan Services?
We are consultative. We ask pertinent questions to design a retirement plan that suits your unique requirements.
Our Unique Capabilities
We are the go to firm in our industry for complex compliance issues and error resolution.
Thought Leadership
Other TPA’s often rely on our expertise and ask us for help.
Our Services
Our client services are divided into a distinct but intertwined suite of retirement planning and advisory capabilities
Consultation
Formed in 1979, CPD has long been known for solving the most complicated and convoluted retirement plan problems.
Administration
One-stop shop vendors, have a one-track mind; collecting and managing assets. Plan administration is low on their list of priorities. CPD, on the other hand, does not sell product or collect assets.
Compliance
When legislative, regulatory or legal changes impact your retirement plan, you need specific guidance tailored to your situation.
Leading Edge Plan Design
The design of your plan is one of the most important parts of the retirement process. A well-designed plan can create efficiencies, avoid fiduciary pitfalls and even enhance employee retention.
Testimonials
My goal was to implement a retirement plan that, at first, seemed very complicated. Ron and his team helped me understand and implement the plan in a timely manner. All of the individuals that work at the company are very knowledgeable and responsive. I highly recommend CPD.
Mitchell Wolk
Retirement Planning cannot be managed by an 800#. Retirement Plans require personal review and consultations from experienced accredited Retirement professionals. Ron Stair represents one of those Retirement professionals, he is an endangered species of “Best Minds In Retirement Industry“!
Carol Lawton, CEBS, AIF
We have worked with CPD for close to 30 years; they have never let us down. Ron Stair is the smartest man I know.This company has saved us hundreds of thousands of dollars. I can recommend CPD without hesitation.
Edmond O. Mukamal D.D.S.
I have known Dr. Ron Stair for over twenty years. The plans he developed have served me extremely well. His fees have been reasonable, I would certainly highly recommend his firm.
Robert Klein
Creative Plan Designs is a company that helps me sleep well at night; they review my pension plan and 401k plan annually, and ensure that all legal requirements are met. The staff is professional and always timely in their responses, support, and providing of necessary documents.
Nancy Rosenthal
Our services allow clients to focus on
growing and managing their businesses.
Ronald. K. StairCEO and Founder
Ron has been a consulting Actuary for more than 40 years and holds many industry credentials. He is currently enrolled to practice before the IRS and is a Member of ASPPA, NIPA, InFre and the Institute and Faculty of Actuaries.
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