J.D. Carlson, Summer 2017

How to Make Talking About Retirement Plan Administration Fun!

J.D. Carlson discusses how to make presenting and talking to audiences about retirement plan administration engaging and fun.



CEO - President

Plan Design Consultants

A former professional surfer and now focused entrepreneur. Proud and motivated to take this his family's company to new levels, he lives, breathes and sleeps retirement plans.  He is leading PDC's charge of becoming a new kind of TPA that is disrupting the status quo and inventing a better client/advisor experience.

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