Kelly B.'s Contact Details

Kelly B.'s Company Details

Advanced Plan Designs

Springfield, MO, US • 10 - 19 Employees
Financial Services

Specializing in the Design, Installation and Administration of Qualified Retirement Plans. We offer "Extraordinary Solutions for Extraordinary Clients"Advanced Plan Designs (APD) is an independent, non-producing third party administration firm. We are focused on delivering custom plan design that meets your objectives and administration services.Our service model is simple. We work alongside your financial advisor and record keeper to deliver a professionally bundled solution to you and your participants. As an independent third party administrator, we act as a critical link between you, the record keeper and your advisors. Advanced Plan Designs welcomes the opportunity to partner with you. We believe that our pro-active approach and excellent customer service will reduce your workload, improve the operations of our plan, and provide greater satisfaction to plan participants. Let our experience work for you!!Advanced Plan Designs, LLC is an independent, third party administration (TPA) firm located in Springfield, MO. We are proud to be Southwest Missouri's premier TPA, providing customized plan design and ongoing administration for qualified retirement plans. Advanced Plan Designs was founded in 2011 by Susan L. Marler who founded and owned another TPA firm for the preceding 14 years. Prompt, courteous, personal service is at the core of our business model. Our clients can rest assured their qualified retirement plan will be maintained and kept in compliance with existing IRS and DOL regulations.