We offer “Extraordinary Solutions for Extraordinary Clients”
Advanced Plan Designs (APD) is an independent, non-producing third party administration firm. We are focused on delivering custom plan design that meets your objectives and administration services.
Our service model is simple. We work alongside your financial advisor and record keeper to deliver a professionally bundled solution to you and your participants. As an independent third party administrator, we act as a critical link between you, the record keeper and your advisors.
Advanced Plan Designs welcomes the opportunity to partner with you. We believe that our pro-active approach and excellent customer service will reduce your workload, improve the operations of our plan, and provide greater satisfaction to plan participants. Let our experience work for you!!