Plan Design Consultants, Inc. Triton Dr, Foster City
+1 650-341-3322
http://www.plandesign.com/
1111 Triton Dr #201, Foster City, CA 94404, United States
Services
- Financial Planning
- Defined Contribution Plans
- Design Solutions
- Plan Design
Plan Design Consultants, Inc. Reviews
V
We signed on with them through a referral. Great experience during the 'selling' stage then no one seems care about us anymore after. The manager assigned to us never responds to my emails in an efficient manner. Some of my questions related to the plans (e.g. terminated employee fund) remain unanswered after three years and I guess we will have the new TPA fix the issue. At least two big errors (omitting 3% safe harbor for EE in one year and filing the return on cash basis one year then accrual basis next year) made under their watch and charged us $$$$ to fix their own errors. BTW watch out for a 'de-conversion fee' while ending the relationship. It's on a supplementary schedule that is kept from you until at the end. Use another TPA if you can.
S
If I could give 0 stars I would. Customer service is awful if you can ever get someone to answer the phone or return a message. They gave incorrect information to Charles Schwab about my rollover and now my funds are stuck until Schwab can contact PDC, but they never answer the phone so Schwab cannot resolve the issue. I would stay clear of this company and go elsewhere.
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FAQs
1. How Can I Get a Connection With Plan Design Consultants, Inc.?
You can call them at this phone number +1 650-341-3322. Or you can go to their website and fill out the loan form online.3. What Type of Services Can I Get From Plan Design Consultants, Inc.?
Plan Design Consultants, Inc. offers you a wide range of services which include: '- Financial planning
- Defined Contribution Plans
- Design Solutions
- Plan Design
5. Is Plan Design Consultants, Inc. an Agency or a Lender?
Plan Design Consultants, Inc. is a Financial consultant. To make things easier, iPaydayLoans enables you to get access with a large pool of honest lenders over the internet. You can secure a small personal loan through our platform with soft credit check.
2. What Is the Location Of Plan Design Consultants, Inc.? How Can I Find It?
Plan Design Consultants, Inc. is located at 1111 Triton Dr #201, Foster City, CA 94404, United States. Just take a look at the map and locate the fastest way to access it.4. How to Apply for a Loan at Plan Design Consultants, Inc.?
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You can consult with your lender if you have difficulty making the payments. Different lenders have different solutions to payment respite. It is advisable to read carefully before signing the loan agreement.7. Does Plan Design Consultants, Inc. Offer Loans for Bad Credit?
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