“Shortly after I bought my business in 2015, we set up a 401k plan in partnership with Advanced Plan Designs. The assets in our plan have grown to nearly $2M in the last 5+ years.  We have great participation from our team members and this plan has helped many of them save for retirement for the first time.  It’s gratifying knowing that we’re helping our team members prepare for their future!  We appreciate the guidance that APD gave us not only while setting up the plan, but also ensuring ongoing compliance with regulations each year.”  

Mike Farquhar

Owner, Pella Products of Arkansas & Missouri

“Advanced Plan Designs provides great third-party administration for retirement plans of all size. Their team always provides great service and offers great value to business owners. With the changes to regulations affecting retirement plans, now more than ever it is of the utmost importance that business owners hire a knowledgeable professional to maintain their plans.”

Brooke Bigham

President, EOS, LLC.

“We have been working with Tara Calton and the professionals at Advanced Plan Designs for over 13 years. The dedication to provide relevant and individualized attention to her clients is a hallmark of the service you can expect from APD.”

J.R. Courtney

Business Administrator, Finance Group, Standard Transportation Services, Inc.

“Advanced Plan Designs has helped countless business owners and employees meet their Retirement Plan needs in a responsible and cost competitive way. They are the only professionals I allow to present to my clients.”

Joe E. Froehle

Managing Director - Investments, Wells Fargo Advisors

“Advanced Plan Designs has served as our 401K plan administrator for 11 years. The staff at APD have always been friendly and professional, and we have great confidence knowing our plan is not only compliant but also customized to best suit our company’s needs.”

Mickey Moore

CEO, TOMO Drug Testing

“This company is awesome.  Experts in the field, and they took care of us.  Anything they could do, they did.  We did very little on our end and provided a valuable benefit to our employees in compliance with all regulations, disclosures, and filings.”

Kirk Bossert

CFO & Board Member, SFC Bank

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