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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

Participant Services - participant distributions, loans and hardship withdrawals: (858) 218-3450

- 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: (858) 218-3440

billing and fees: extension 328

Note: As a general rule all individual email addresses at Innovative Pension are in the form of {firstname}@ipsd.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.

 

Innovative Pension Strategy & Design
14251 Danielson Street
Poway, CA 92064
 
View Larger Map
From 15 South:
Take the SCRIPPS POWAY PKWY/MERCY ROAD exit
Turn LEFT onto SCRIPPS POWAY PKWY/MERCY ROAD
Turn LEFT onto DANIELSON ST
Turn LEFT into first driveway
14251 Danielson Street is on the RIGHT
From 15 North:
Take the SCRIPPS POWAY PKWY/MERCY ROAD exit
Turn RIGHT onto SCRIPPS POWAY PKWY/MERCY ROAD
Turn LEFT onto DANIELSON ST
Turn LEFT into first driveway
14251 Danielson Street is on the RIGHT
From 67 South:
Turn RIGHT onto SCRIPPS POWAY PKWY
Turn RIGHT onto DANIELSON STREET
Turn LEFT into first driveway
14251 Danielson Street in on the RIGHT
From 67 North:
Turn LEFT onto SCRIPPS POWAY PKWY
Turn RIGHT onto DANIELSON STREET
Turn LEFT into first driveway
14251 Danielson Street in on the RIGHT
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