Category: third party administrations

Retireholi(k)s Plan Design Four01k Retirement Guru JD Carlson Show 047

Retireholi(k)s Founder JD Carlson



JD Carlson is CEO of Plan Design Consultants

JD is the host of Retireholi(k)s, Father, Husband, Surfer. Located in San Diego Carlsbad, California.

A former professional surfer and now focused entrepreneur. Proud and motivated to take this his family's company to new levels, he lives, breathes and sleeps retirement plans. He is leading PDC's charge of becoming a new kind of TPA that is disrupting the status quo and inventing a better client/advisor experience.

WEBSITE:

Retireholi(k)s
four01k.com
retireholics.com
plandesign.com


EMAIL:

 

TWITTER:


 

 

 

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JD leads his team of PDCers into their 5th decade as a Third Party Administrator for retirement plans. They embrace a smart, easy process centered on the needs of our clients.

As an independent company, client advocacy is a major strength of our firm. We partner with Financial Advisors to offer our mutual clients the very best in options. A strong understanding of fees and services allows PDC to help clients find the perfect fit.

PDC is reinventing what it means to be a Third Party Administrator. We challenge the status quo by inventing new ways that improve and modernize the client experience.

He writes a retirement plan blog not like many others you might read, it's at www.four01k.com

He also hosts a webshow called Retireholi(k)s, they are laid-back videos on 401k retirement plan industry topics. Geared towards Financial Advisors that are used to suffering through boring corporate webinars.

JD brings a youthful insight, energy and results to the company. He learned from his father quickly and over time the company went from joint control with his dad to now JD being fully in charge.

The Financial Advisors who call upon JD and his wife Tracy and their marketing/consulting team will get everything they need in proposals, competitive analysis and point-of-sale support to do a great job for their clients and prospects. JD is a walking encyclopedia of competitive industry knowledge.

Plan Design Consultants, Inc. is now being run by JD now that his father the founder has retired. JD's father started the business back in 1975 and today they have over 24 other seasoned retirement plan professionals.