Contributor
Chad Johansen
Partner & Director of Retirement Plan Sales at Plan Design Consultants, Inc.
Chad has been at Plan Design Consultants, Inc. since 2010. He started in advisor support, moved into a territory consultant role, and joined the partnership in 2014. He now leads the PDC sales team and works directly with advisors and plan sponsors on plan design and compliance questions.
He speaks regularly at industry events and on retirement plan podcasts. In 2025, he participated in the ASPPA annual conference keynote session in San Diego, joining a fireside chat on the role of AI in TPA practices.
Day job
Partner & Director of Retirement Plan Sales at Plan Design Consultants, Inc. A TPA serving plan sponsors and advisors since 1975.
Industry presence
ASPPA Annual fireside chat panelist (2025), Retireholi(k)s webcast, 401(k) Fridays podcast guest, and a frequent voice in the TPA / advisor community.
Host on Retireholi(k)s
Co-host of the Retireholi(k)s webcast. A long-running show covering retirement plan industry news, design, and commentary.
Education
B.A. in Business Administration, William Woods University.
Articles by Chad
Most of his writing on 401kNerd is on plan design, SECURE 2.0, and the practical questions sponsors actually ask.
Read his articles