Contact

Would you like a proposal? Please complete the Request for Proposal form. If you would like an illustration of potential plan design options, please also complete the Employee Census form.

Innovative Pension Strategy & Design
12975 Brookprinter Pl.
Suite 200
Poway, CA 92064
+1.800.98PENSION
+1.800.987.3674
+1.858.748.6500 local
+1.858.748.0615 fax

Participant Servicesparticipant distributions, loans and hardship withdrawals: (858) 218-3450

Defined Contribution Administration government reporting and IRS communication, contribution calculations: extension 316

Defined Benefit Administration – government reporting and IRS communication, contribution calculations: extension 321

New Plan Design – Defined Benefit & Defined Contribution Plans – proposals & plan design strategies: (858) 218-3440

Accounting billing and fees: extension 328

Webmaster

Note: As a general rule all individual email addresses at Innovative Pension are in the form of {firstname}@ipsd.com. If you do not know the name of the person you wish to reach, you may address your correspondence to the appropriate general departmental address above.

Innovative Pension Strategy & Design
12975 Brookprinter Pl.

Suite 200
Poway, CA 92064
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