CPD – We specialize in designing leading edge retirement plans for small to mid-sized businesses.

Formed in 1979, CPD has long been known for solving the most complicated and convoluted retirement plan problems.

One thing we do better than anyone else is understand the complexities of the retirement plan arena. We weave our knowledge of what the laws say (and don’t say) into a tapestry made from the elements of estate planning and taxation that naturally interact and come into play.

Put simply, we solve retirement problems you didn’t know you had.

Looking For A First-Class Retirement Plan?

Is your retirement plan design optimal for your unique needs?

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.

Since 1979, we have specialized in designing retirement plans for owners of small to mid-sized businesses. Our plans provide maximum tax savings and a worry-free retirement. Our plans guarantee to offer the best results for retirement savings and tax benefits while keeping in compliance with the complexities of government mandated regulations. We are firm believers that retirement planning is not a one-size-fits-all proposition. In addition, we work in conjunction with your advisors to fully utilize the tax benefits available under prevailing laws and regulations to ensure your income for future years.

Types of Retirement Plans and Services Offered

  • Defined Benefit
  • Cash Balance
  • 401(k) Traditional and Roth
  • Profit Sharing
  • 403(b)
  • 457 plans
  • Non-Qualified Deferred Compensation Plans
  • Qualified Domestic Relations Order (QDRO) Valuation

Looking for a First-Class Retirement Planning Consultant?

Are you ready to have us analyze the plan you have in place?

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 nor collect assets. Our professional, experienced Retirement Consultants make the process easy and efficient. You will deal with people who are intimately familiar with your company and your plan and add immediate value.

Our Retirement Consultants attend numerous continuing education courses throughout the year to stay up-to-date with all legislative changes that may affect your plan. In addition, we educate all levels of staff, from the receptionist to administrative assistant, to guarantee that you receive a consistent level of service anytime you contact our office.

Are you ready to protect your interests?

CPD – Throughout the years we have been able to perfect our process. We are experts; let us prove it to you.

When legislative, regulatory or legal changes impact your retirement plan, you need specific guidance tailored to your situation. Where it’s dealing with 401(k) issues, problems with Form 5500, or challenges associated with the latest pension legislation, you can rely on CPD as your regulatory and compliance experts.

Do You Know What The Penalties Are When A Plan Is Disqualified?

Looking for a First-Class Retirement Planning Consultant?