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Find a Location

The Pension Design Group has 1 locations, listed below.

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    Business ProfileforThe Pension Design Group

    Pension and Profit Sharing Plans

    At-a-glance

    Customer Reviews

    1/5stars

    Average of 1 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    Administrative and actuarial services for retirement plans including 401(k), profit-sharing and pension plans.

    Products & Services

    Pension Plan Design:

    • plan document establishment & review
    • compliance testing
    • process distributions & loans
    • delivery of required notices
    • 5500 preparation

    Business Details

    Location of This Business
    760 Lakeview Plaza Blvd Ste 700, Worthington, OH 43085-6720
    BBB File Opened:
    3/2/1973
    Years in Business:
    58
    Business Started:
    1/1/1966
    Date of New Ownership:
    1/1/1985
    Business Incorporated:
    7/22/1985
    Type of Entity:
    Corporation
    Alternate Business Name
    • The Pension Design Group, L.L.C.
    • Capital Pension Group, LLC
    • Pension Plans Associates, Inc.
    Hours of Operation

    Primary

    M:
    7:30 AM - 4:30 PM
    T:
    7:30 AM - 4:30 PM
    W:
    7:30 AM - 4:30 PM
    Th:
    7:30 AM - 4:30 PM
    F:
    7:30 AM - 4:30 PM
    Sa:
    Closed
    Su:
    Closed
    Business Management
    • Mr. James R. Deyoung
    • Mr. Judd Depew, President
    Contact Information

    Principal

    • Mr. James R. Deyoung
    • Mr. Judd Depew, President

    Customer Contact

    • Mr. Judd Depew, President
    Additional Contact Information

    Fax Numbers

    • (614) 888-6173
      Primary Fax

    Phone Numbers

    Email Addresses

    Customer Complaints

    0 Customer Complaints

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    Customer Reviews

    1 Customer Reviews

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    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Tim p

    1 star

    01/07/2023

    i have a 401k that these people have been preventing me from accessing a very long time. 1st they tell me i cant roll over to a plan not losing money until I am 65. Then when I turn 65 they pop up with surprise conditions that now I have to have permission from my spouse notarized to roll it over or access in any way. My spouse has no ownership of my ex-employers 401K. This account has been made inaccessible for over 20 years. I'm not even told what the investments are.

    Local BBB

    BBB of Central Ohio

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