Classic Plans USA is a Santa Barbara-based company that specializes in providing plan design and administration services for private pension plans. With a deep understanding of complex pension laws and regulations, they aim to create retirement plans that comply with ERISA, the Department of Labor, and the Internal Revenue Code while meeting the unique objectives of each plan sponsor.
Led by President Theresa Lensander, CPC, QPA, Classic Plans USA strives to foster camaraderie among practitioners and ensure the well-being of plan sponsors, employers, and plan participants. Their expertise in plan administration practices ensures that all participants can benefit from their retirement plans.
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