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.
Other TPA’s often rely on our expertise and ask us for help.
Our client services are divided into a distinct but intertwined suite of retirement planning and advisory capabilities.
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. read more >>
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. read more >>
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.
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“!
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.
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.
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.
No Reservations Episode #01 – What came first the Tech or the egg? Featuring Ron Stair, Founder of Creative Plan Designs, Ltd.
No Reservations is a video series created by HitState of refreshingly candid conversations with local business owners and CEO’s
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