Contact Us

Consulting Services

Our experienced consulting team can work with you and your financial planning team to develop the right retirement plan for your company.

Tom Burns
Vice President - Consulting Services
tomburns@sdpension.com
Direct: 858 922 5563
Office: 858 503 7700 x132

Cyndie Fessenden, APR
Vice President - Business Development
cyndie@sdpension.com
Phone: 858 503 7700 x120

Loan/Distribution Status

858-503-7700 X128

Administration Services:

Existing clients can call our main number at operator at 858 503 7700 x0 and ask the operator to be transferred to your plan administrator.

Greg Allen
President
greg@sdpension.com

Jim Peterson, APA, ERPA
Vice President
jim@sdpension.com
858 503 7700 x101

Billing/Accounts Receivable:

Becky Claudio
becky@sdpension.com
858 503 7700 x103

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