The 401(k) Academy and Plan Design Consultants stand ready and able to support our Financial Advisor partners. Our team is trained in plan design specifics and can customize design solutions from the very simple to the very complex. We are also experts when it comes to vendor comparisons, our guys know almost everything about all the leading retirement plan vendors. Reach out to Chad, Mark or Justin to get started.
Sales Consultant/Sales Director
SF Bay Area - North Bay, Peninsula, East Bay
Chad Johansen
direct: 650.425.7914
email: chad.johansen@plandesign.com
Sales Consultant
Mark Palmini
SF Bay Area - South Bay, Monterey, Santa Cruz
direct: 650.425.7663
email: mark.palmini@plandesign.com
Sales Consultant
Justin MacNeil
Southern California
direct: 714.235.3267
email: justin.macneil@plandesign.com