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Innovative Pension

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Would you like a proposal? Please complete the Request for Proposal form. If you would like an illustration of potential plan design options, please also complete the Employee Census form.

Please fill and submit this form if you would like to make a request online or you may contact us using the information below.
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Innovative Pension Strategy & Design
14251 Danielson Street
Poway, CA 92064

+1.800.98PENSION
+1.800.987.3674
+1.858.748.6500 local
+1.858.748.0615 fax
Customer Services - 401(k) deposits, enrollments and technical questions: extension 308

Participant Services - participant distributions, loans and hardship withdrawals: extension 319

- government reporting and IRS communication, contribution calculations: extension 316

- government reporting and IRS communication, contribution calculations: extension 321

- Defined Benefit & Defined Contribution Plans - proposals & plan design strategies: extension 317

billing and fees: 866-340-5436

Note: As a general rule all individual email addresses at Innovative Pension are in the form of {firstname}@innovativepension.com.  If you do not know the name of the person you wish to reach, you may address your correspondence to the appropriate general departmental address above.

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