Mark Palmini
AeroLeads people directory · profile

Mark Palmini Email & Phone Number

Full Time 401k Stylist / Part Time Robe Wearer at Plan Design Consultants, Inc.
Location: San Jose, California, United States 4 work roles 1 school
2 work emails found @plandesign.com 1 phone found area 650 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email m****@plandesign.com
Direct phone (650) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Plan Design Consultants, Inc.
Role
Full Time 401k Stylist / Part Time Robe Wearer
Location
San Jose, California, United States
Company size
16 employees

Who is Mark Palmini? Overview

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Quick answer

Mark Palmini is listed as Full Time 401k Stylist / Part Time Robe Wearer at Plan Design Consultants, Inc., a with 16 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at plandesign.com, phone signal with area code 650, and a matched LinkedIn profile for Mark Palmini.

Mark Palmini previously worked as Retirement Plan Consultant at Plan Design Consultants, Inc. and Controller at Plan Design Consultants. Mark Palmini holds B.S., Business Administration, Concentration: Human Resource Management from San José State University.

Company email context

Email format at Plan Design Consultants, Inc.

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{first}.{last}@plandesign.com
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AeroLeads found 2 current-domain work email signals for Mark Palmini. Compare company email patterns before reaching out.

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Profile bio

About Mark Palmini

I am a 401(k) consultant on most days, a d-list celebrity thanks to a YouTube show called Retireholiks, a driving range pro, and an amateur baby deliverer. As a 401(k) consultant I get to partner with Financial Advisors who are helping their clients create a retirement benefit for their business. I get to have some fun with taking the complexities of design and compliance topics and making them simple and understandable. The viral sensation (aka hundreds of views) The Retireholiks is a 401(k) industry show that highlights current topics and trends that Financial Advisors are interested in. It's not a scripted show, we do not hold back and we always have a beer in our hand. Check it out!!

Listed skills include Employee Benefits, Benefits Administration, 401K, Employee Relations, and 14 others.

Current workplace

Mark Palmini's current company

Company context helps verify the profile and gives searchers a useful next step.

Plan Design Consultants, Inc.
Plan Design Consultants, Inc.
Full Time 401k Stylist / Part Time Robe Wearer
foster city, california, united states
Website
plandesign.com
Employees
16
AeroLeads page
Company profile
View company profile Email format
4 roles

Mark Palmini work experience

A career timeline built from the work history available for this profile.

Retirement Plan Consultant

Current
Plan Design Consultants, Inc.

South Bay - Santa Cruz - Monterey

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!!

Jul 2014 - Present

1/4Th Of The Retireholi(K)S (K)Rew

Current
Retireholi(K)S

San Mateo, California

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.

Jun 2015 - Present
Team & coworkers

Colleagues at Plan Design Consultants, Inc.

Other employees you can reach at plandesign.com. View company contacts for 16 employees →

DK David Kempker David Kempker Colleague at Plan Design Consultants, Inc.Fulton, Missouri, United States View → LY Lena Yoshida Lena Yoshida Colleague at Plan Design Consultants, Inc.San Francisco Bay Area, United States View → PC Paul Carlson Paul Carlson Colleague at Plan Design Consultants, Inc.Santa Cruz, California, United States View → AP Araceli Porras Araceli Porras Colleague at Plan Design Consultants, Inc.Lathrop, California, United States View → LH Landry Hazzard Landry Hazzard Colleague at Plan Design Consultants, Inc.Knoxville, Tennessee, United States View → VS Valerie Stauffer Valerie Stauffer Colleague at Plan Design Consultants, Inc.Concord, California, United States View → ET Erik Taubman Erik Taubman Colleague at Plan Design Consultants, Inc.Moss Beach, California, United States View → DW Devin Windell Devin Windell Colleague at Plan Design Consultants, Inc.Irvine, California, United States View →
1 education record

Mark Palmini education

FAQ

Frequently asked questions about Mark Palmini

Quick answers generated from the profile data available on this page.

What company does Mark Palmini work for?

Mark Palmini works for Plan Design Consultants, Inc..

What is Mark Palmini's role at Plan Design Consultants, Inc.?

Mark Palmini is listed as Full Time 401k Stylist / Part Time Robe Wearer at Plan Design Consultants, Inc..

What is Mark Palmini's email address?

AeroLeads has found 2 work email signals at @plandesign.com for Mark Palmini at Plan Design Consultants, Inc..

What is Mark Palmini's phone number?

AeroLeads has found 1 phone signal(s) with area code 650 for Mark Palmini at Plan Design Consultants, Inc..

Where is Mark Palmini based?

Mark Palmini is based in San Jose, California, United States while working with Plan Design Consultants, Inc..

What companies has Mark Palmini worked for?

Mark Palmini has worked for Plan Design Consultants, Inc., Plan Design Consultants, Retireholi(K)S, and Matrix Absence Management.

Who are Mark Palmini's colleagues at Plan Design Consultants, Inc.?

Mark Palmini's colleagues at Plan Design Consultants, Inc. include David Kempker, Lena Yoshida, Paul Carlson, Araceli Porras, and Landry Hazzard.

How can I contact Mark Palmini?

You can use AeroLeads to view verified contact signals for Mark Palmini at Plan Design Consultants, Inc., including work email, phone, and LinkedIn data when available.

What schools did Mark Palmini attend?

Mark Palmini holds B.S., Business Administration, Concentration: Human Resource Management from San José State University.

What skills is Mark Palmini known for?

Mark Palmini is listed with skills including Employee Benefits, Benefits Administration, 401K, Employee Relations, Onboarding, Human Resources, Performance Management, and Outlook.

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