The Pension Design Group logo

The Pension Design Group Employee Directory

Financial ServicesOhio, United States11-50 Employees

The Pension Design Group operates in the financial services sector with a focus on 401(k) plan administration. It handles the preparation of 5500 tax forms, compliance testing, and annual valuations to ensure plans stay compliant and up to date. The firm works directly with business clients and increasingly collaborates with CPAs and financial planners who refer clients to them.

Based in Worthington, Ohio, the company is a small to mid-sized practitioner within retirement plan services. Its market consists of organizations seeking expert administration of their 401(k) programs, aided by professional referrals from accounting and financial advisory communities.

Find The Pension Design Group employees' phone numbers or email addresses

The Pension Design Group Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

The Pension Design Group's Leadership

  • Stylized image of a person
    D. F.
    Director Of Operations & Client Services
  • Stylized image of a person
    K. T.
    Benefit Administrator And Office Administration

The Pension Design Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Information Technology
  • Business Development
  • Sales
  • Other
  • Finance

Contact profiles from The Pension Design Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. F.
    Director Of Operations & Client Services
    Oct 24, 2024
  • Stylized image of a person
    K. T.
    Benefit Administrator And Office Administration
    Oct 23, 2024

Frequently Asked Questions

What is The Pension Design Group known for?

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The Pension Design Group operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore The Pension Design Group's company overview page for more information.

What is The Pension Design Group's most common email format?

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The Pension Design Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Pension Design Group email formats with LeadIQ.

How many employees does The Pension Design Group have currently?

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The Pension Design Group has approximately 26 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Pension Design Group's key employees and leadership?

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As of August 2026, The Pension Design Group's key employees include:

  • Director Of Operations & Client Services: D. F.
  • Benefit Administrator And Office Administration: K. T.

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