Are you ready to protect your interests?

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.

CREATIVE PLAN DESIGNS

Testimonials

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.

516-742-6123
90 Merrick Avenue, Suite 102 East Meadow, New York 11554-1500
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