Here at Preferred Pension Planning Corporation, our ultimate focus is providing our clients with incredible service. As a staff with many years of cumulative experience and expertise, we are prepared to connect you with the best solution for your company’s pension situation. Our intense commitment to providing solutions for your future stems from dedicated years of education. Design, implementation, and administration of your company’s pension plan are simple with Preferred Pension Planning Corporation. We have experience with all types, sizes, and shapes of retirement plans, and we are as determined as you are to make them work smoothly.
We take an active role in suggesting changes to our clients’ plan design and administration when we see opportunities for improvement. We don’t just collect data and send out reports; we review the results, look for ways to improve them, and contact you with recommendations on how your plan can be designed more effectively and/or operate more efficiently. We develop an ongoing dialog with you so that you can look to us for solutions to any issues that arise concerning your retirement program. Think of us as your trusted advisor for all retirement plan issues!
Whether it is online or over the phone, Preferred Pension Planning Corporation stands by getting back to you within one business day or less. Personal meetings to review the plan are encouraged when discussions are more appropriately handled face-to-face. We are ready to assist you the minute you contact us. No inquiry is too big or small for PPPC.
No matter how complex your situation may be, we guarantee finding you a personal solution. We have a wide range of experience with thousands of retirement plans, and we are prepared to take on your compliance issues, IRS requirements, and help you figure out the best way to administer your plan.
When you send us information, we review it promptly to make sure it's complete and there are no inconsistencies. Once we have all the required information, we perform a final review and prepare the annual compliance work. Our goal is to exceed your expectations. We will communicate our progress as well as any unforeseen roadblocks throughout the process. We understand that there are times when information is needed very quickly. Please let us know if this is the case, and every effort will be made to satisfy those urgent requests!
We take education very seriously at Preferred Pension Planning Corporation! The American Society of Pension Professionals and Actuaries (ASPPA) is the premier organization for providing education and support for pension administration firms in the United States, and everyone on our professional staff is either a credentialed member of ASPPA or is studying for the examinations to achieve the credentials.
The Society of Actuaries (SOA) is the largest professional organization dedicated to serving 24,000 actuarial members and the public in the United States, Canada and worldwide. The SOA’s vision is for actuaries to be the leading professionals in the measurement and management of risk.
CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.