Testimonials

“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

Senior VP of Investments, Wells Fargo

“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

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