Get2KnowPDC
Company Overview/Brochure - a one pager that provides an overview of PDC and what makes us different from our competitors
easyspeak marketing piece - this can be used to help explain PDC’s unique approach to client communications. No industry jargon or IRS code used by PDCers, we communicate in a simple and easy to understand manner.
Prospect Forms
Census - complete/submit this form to your PDC Consultant for plan design illustrations
Prospect Data Form - complete/submit this form to your PDC Consultant
Valuable Subject Matter Pieces
Retirement Plans Limitations Chart
Primer On Retirement Plan Alternatives
Why Use an Organized 401(k) Platform
Advantages of Unbundled vs. Bundled
Large Plans - Bundled vs. Unbundled
IRS Checklist for Simple, SEP and SARSEP