Company Profile

Pension Design & Administration, Inc. is a closely held corporation that was established in 1988. The principal of the corporation has been actively involved with qualified retirement plan consulting and administration since 1974.

The management and consulting staff is well known and respected in the pension community for their expertise and integrity. They have successfully established and managed the qualified plan department for a major financial institution, and managed a large regional staff of the pension administration department for a major insurance company in the Northwest.

We have earned our experience through actively designing, installing and providing administration services for more than three decades. This experience benefits each and every retirement plan we design and provide administration services to. Our staff is dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security.

Pension Design & Administration, Inc. can help take the confusion out of plan administration duties and decision making by providing our clients with the consulting and technical expertise they need. Our clients can expect high quality services delivered in an efficient manner at a reasonable price.

Our Principals

Pension Design & Administration Inc.’s greatest resource is its team of experienced professionals. Our clients are served by employees who have professional qualifications and whose backgrounds include many years of experience in the pension and retirement field. They are committed to providing our clients with friendly, courteous and responsive personalized service of superior quality.


Doris Kopp, QPA, QKA
President

Pension Design & Administration, Inc. is managed by Doris Kopp, a highly motivated and experienced consultant. Doris’ prior employment includes holding the positions of Pension Analyst and Supervisor in the SAFECO Pension Department, Vice President and Manager of the Pension Department at Security Pacific Bank, and at a major Seattle insurance brokerage firm. She successfully established administration for pension and profit sharing plans as a new product line and developed defined contribution prototype plans. She has extensive plan administration experience with particular emphasis on design, installation and operational issues of all qualified retirement plans.

Doris holds the titles of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) and is a member of the American Society of Pension Professionals & Actuaries and ASPPA Benefits Counsel of the Great Northwest.


Sandy Fisher, QKA
Executive Vice President

Sandy Fisher joined Pension Design & Administration, Inc. in 1993 with significant experience in management and corporate operations. Prior to beginning her career in the retirement benefit plans field, she was involved in the operation of her own company. She is currently responsible for the administration of 401(k) plans, with a primary focus on the more complex 401(k) plans.

Sandy holds the title of Qualified 401(k) Administrator (QKA) and is a member of the American Society of Pension Professionals & Actuaries and ASPPA Benefits Counsel of the Great Northwest.