Chad Johansen
Partner & Director of Retirement Plan Sales
About
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.
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
Location
Based in Missouri. Covering plan sponsors nationwide.
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.