PDC is a 2nd Gen Family-Owned TPA located in San Mateo, CA. We've been in business now for 40 years .... yep that's not a typo ..... 40 years!We are what most consider #notyourtypicalTPA. Why is that? Well, we do things a bit differently. From our unique communication style to our obsession with technology driven efficiencies, we have transformed into a TPA that has puts the fun in 401(k) Plans!I myself as a local consultant, provide "smart.easy.awesome" support and ongoing resources to Financial Advisors in the South Bay, Santa Cruz, and Monterey areas looking to grow their business in the 401(k) marketplace. I can help with anything from tax comparisons, plan design strategies, provider referrals, point of sale support and so much more. For Advisors in these areas - to put it simply; I am here to make your life a little easier when it comes to selling and retaining qualified plan business. Please reach out and let me know what I can do to help!!

Changing the retirement plan industry - 1 beer at a time!Be sure to check out our show Retireholi(k)s! It's the internet sensation that's sweeping the nation. Ok, that might not be true, but what is true is that this show is a great tool for Financial Advisors looking for some educational content done in a new way. We consider this to be an alternative to your "standard corporate webinar". The show is hosted by JD Carlson (CEO of PDC) and joining him are: Chad Johansen, Justin MacNeil and Myself. With special guests like Frijole the Dog (who happens to be my dog), Paul Carlson (Founder of PDC), and many more. It's just a team of 401(k) nerds talking shop while possibly sipping on a cold beer (or two). You can go to You Tube or retireholiks.com to check out all episodes we've releases. So sit back, relax and enjoy the show!Feel free to leave feedback and suggestions for us! We want those who watch the show to have a voice and we would love to hear from you.