Contact Us
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.
|
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.
|