United Pension Designs

01/19/2022

What we are hearing from clients? I have this big provider for payroll or retirement plan but can't get anyone on the phone or on hold for hours. Come experience excellent client service with UPD and get an immediate response!

01/15/2022

We are very proud to be part of the 2022 Hartford Business Journal Book of Lists. We are not the biggest and never want to be. We pride ourselves on having great clients and providing white glove service!

12/31/2021

As we end 2021 and after a record year for for new business for UPD, we would like to thank all of our clients, associates and referrals for our success. Wishing you the best in 2022! #2022

09/16/2021

Happy Birthday UPD!!! 4 years ago United Pension Designs was born and we are bigger and better than ever thanks all our client relationships. So thank you for making UPD a success I never could imagine.

09/16/2021

Happy Birthday UPD!!! 4 years ago United Pension Designs was born and we are bigger and better than ever thanks all our client relationships. So thank you for making UPD a success I never could imagine.

06/10/2021

Big Changes (in a good way) possibly coming for retirement plans.

https://www.cnbc.com/2021/06/09/congress-wants-to-make-more-changes-to-the-us-retirement-system.html

06/06/2021

Do you know the Pro's and Con's of a plan maintaining terminated participant assets? Some differences. Con's - Required notices still due to these participants Pro's - Possible lower Fees in the Plan.

The estimated average size of those old accounts is $55,000.

04/01/2021

With higher taxes most likely on the horizon, a retirement plan can help you defer taxes and get you closer to your retirement goals.

05/21/2020

Our new office mascot.

05/18/2020

Failed 401k testing can be easily avoided. NO REFUND ZONE!