About

The staff of Preferred Pension Planning Corporation has many years of experience in all facets of employee benefits. Our broad technical expertise gives us the basis to provide quick, accurate, and practical solutions to your benefit plan questions and problems.

  • Larry Zeller
    President, CEO
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    Larry Zeller
    President, CEO
    larry zeller

    Professional Designations: MSPA, ASA, Enrolled Actuary

    College: University of Pennsylvania — Wharton School of Business

    Degree: Bachelor of Science in Economics (graduated magna cum laude)

    Majors: Actuarial Science and Accounting

    Founded PPPC in: 1986

    Why I work at PPPC: I enjoy helping my clients develop the best retirement programs for their companies and employees, and coming up with creative solutions to challenging and interesting issues that arise on a daily basis in the pension field.

  • Brian Kane
    Business Development Manager
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    Brian Kane
    Business Development Manager
    brian kane

    Professional Designations: CPC, QPA, QKA

    College: Rutgers University

    Degree: Bachelor of Arts

    Major   Economics

    Working at PPPC since: 2000

    Why I work at PPPC: I am passionate about consulting with companies and their advisors on how to best structure a retirement plan to meet the goals of the company and benefit their employees.

  • Katie Gnash
    Senior Pension Consultant
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    Katie Gnash
    Senior Pension Consultant
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    Professional Designations: CPC, QPA, QKA, ERPA

    College: University of Rhode Island

    Degree: Bachelor of Science

    Major: Resource Development

    Minor: Economics

    Working at PPPC since: 2002

    Why I work at PPPC: PPPC is a fantastic place to work. I love working with other dedicated, intelligent people

  • Nicole Figliolo
    Pension Consultant
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    Nicole Figliolo
    Pension Consultant
    nicole figliolo

    Professional Designations: CPC, QPA, QKA

    College: Kean University

    Degree: Bachelor of Science

    Major: Management Science

    Working at PPPC since: 2007

    Why I work at PPPC: PPPC has a friendly working environment that fosters personal and professional growth.

    Family info: Married with two children

  • Bill Hein
    Senior Pension Consultant
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    Bill Hein
    Senior Pension Consultant
    bill hein

    Professional Designations: CPC, QPA, QKA

    College: St. John’s University

    Degree: Bachelor of Arts

    Major: Math and Statistics

    Working at PPPC since: 2001

    Why I work at PPPC: Working at PPPC allows me to do quality work that I can take pride in.

  • Michelle Glassman
    Plan Document Manager
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    Michelle Glassman
    Plan Document Manager
    michelle glassman

    Professional Designations: QPA, ERPA

    College: University of Maryland

    Degree:   Bachelor of Arts

    Major:   Elementary Education & Mathematics

    Working at PPPC since: 1987

    Why I work at Preferred Pension Planning: I have been working with PPPC since the inception of the company. I had worked with Larry previously and knew this is where I’d want to be.

  • Steven Semler
    Senior Pension Consultant
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    Steven Semler
    Senior Pension Consultant
    steve semler

    Professional Designations: CPC, QPA, QKA

    College: Drexel University

    Degree: Bachelor of Science

    Major: Finance and Economics

    Working at PPPC since: 2001

    Something I’m really good at: Technical research. I’m also the company’s internal IT administrator.

  • Tara Giella
    Business Development Consultant
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    Tara Giella
    Business Development Consultant
    tara giella

    Professional Designations: QPA, QKA, ERPA

    College: St. John’s University, NY

    Degree: Bachelor of Arts (graduated cum laude)

    Major: Psychology

    Minor: Business

    Working at PPPC since: 2002

    Why I work at PPPC: During my career at PPPC,

  • Barry Greenstein
    Pension Administrator
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    Barry Greenstein
    Pension Administrator
    barry greenstein

    Professional Designations: QPA, QKA

    College: Fairleigh Dickinson University

    Degree: Bachelor of Arts

    Major: Mathematics

    Working at PPPC since: 2006

    Why I work at PPPC: I enjoy building personal relationships with my clients and colleagues.

    Family: Married with one daughter.

  • Mary Jo McGrady
    Senior Pension Administrator
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    Mary Jo McGrady
    Senior Pension Administrator
    maryjo mcgrady

    Professional Designations: QKA

    College: Rutgers

    Major: Nutrition

    Working at PPPC since: 2006

    Why I work at PPPC: I enjoy the challenges of learning and keeping up with the pension administration field, and there’s plenty for opportunity of personal and professional growth.

  • Jane Malone
    Pension Administrator
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    Jane Malone
    Pension Administrator
    jane malone

    Professional Designations: QPA, QKA

    College: Union County College

    Degree: Associate

    Major: Liberal Arts

    Working at PPPC since: 2008

    Why I work at PPPC: It’s a great opportunity to learn and build relationships.

    Family info: Married to Chris. We have three children – Nikolas, Anthony, and Ava.

  • Krissy Mihail
    Pension Administrator
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    Krissy Mihail
    Pension Administrator
    krissy mihail

    College: Ursinus College

    Degree: B.A.

    Major: Spanish

    Working at PPPC since: 2012

    Why I work at PPPC: I enjoy the opportunity to be more than just acquaintances with my colleagues and to have a one-to-one connection with each of my clients.

  • Corey Zeller
    Pension Administrator
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    Corey Zeller
    Pension Administrator
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    College: University of Illinois at Urbana-Champaign

    Degree: Bachelor of Science

    Major: Physics

    Working at PPPC Since: 2016

    Why I work at PPPC: After working in IT for large-to-very large companies for over 10 years, I decided it was time for a change. Preferred Pension is a tightly knit group of individuals who know and trust each other and who have strong ties to their communities in the central NJ area.

     

     

  • Lara Weber
    Pension Administrator
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    Lara Weber
    Pension Administrator
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    Pension Administrator
    College: Moravian College
    Degree: Bachelor of Arts
    Major: Industrial/Organizational Psychology
    Working at PPPC Since: 2017
    Why I Work at PPPC: 
    I really enjoy the great camaraderie at PPPC and think the highly knowledgeable and friendly staff really set this group apart.
    Family info:  I am married to Derek and have three children: Andrew, James, and Lilly.

  • Lindsay DeBalso
    Pension Assistant
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    Lindsay DeBalso
    Pension Assistant
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    College: Fairleigh Dickinson University

    Degree: Bachelor of Arts

    Major: Communications

    Minor: Public Relations

    Why I work at PPPC: I enjoy the people I work with, and I enjoy that I am faced with a new challenge every day. I’m learning a lot and helping others.

  • Jill Murphy
    Business Development Assistant
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    Jill Murphy
    Business Development Assistant
    jill murphy

    College: Ramapo College

    Degree: Bachelor of Arts

    Major : Communications

    Working at PPPC since: 2008

  • Kristin Sneed
    Pension Administrator
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    Kristin Sneed
    Pension Administrator
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    College: Warren County Community College

    Major: Business

    Working at PPPC since: 2016

    Professional Designations:  QKA

     

  • Eliza Smith
    Pension Administrator
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    Eliza Smith
    Pension Administrator
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    Colleges: Devry University & NJIT
    Degree: Bachelor of Science
    Majors: Accounting & Finance
    Working at PPPC since: 2017

  • Hillary Cornick
    Pension Administrator
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    Hillary Cornick
    Pension Administrator
    hillary cornick

    College: Muhlenberg College

    Degree: Bachelor of Science

    Majors: Mathematics and Art History

    Working at PPPC since: 2015

    Why I work at PPPC: I enjoy working at PPPC for several reasons, but something that stands out is the small company atmosphere. I get to build personal relationship with my clients and co-workers, and it makes coming to work rewardable on a personal level.

  • Kathy Robbins
    Pension Assistant
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    Kathy Robbins
    Pension Assistant
    kathy robbins

    College: Rider College

    Degree: Bachelor of Science in Commerce

    Major: Accounting

    Working at PPPC since: 2013

    Why I work at PPPC: I enjoy working at PPPC as it challenges me every day in different ways and continues to teach me new skills. PPPC has given me the opportunity to meet new people and interact with many different clients.

  • Daniela Murillo-Larragan
    Administrative Assistant
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    Daniela Murillo-Larragan
    Administrative Assistant
    danielle murillo-larragan

    College: Raritan Valley Community College (currently attending)

    Majors: Human Resources and Social Services

    Working at PPPC since: 2015

    Why I work at PPPC: It’s a great work environment and learning experience. I enjoy helping my co-workers provide great service to their clients.

    Family info: My heritage is Peruvian and Costa Rican. I’m fluent in Spanish as well as English.

  • Denise Napolitano
    Bookkeeper
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    Denise Napolitano
    Bookkeeper
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    College: Kings’ College, Wilkes-Barre, PA
    Degree: Bachelor of Science
    Major: Accounting and Business Administration
    Working at PPPC since: 2007
    Why I work at PPPC: I am an outside consultant for PPPC. I have been working in the accounting profession since 1989 and established my bookkeeping and tax practice in 2005.
    Something I’m really good at: I am proficient in Quick Books and several tax programs. I make sure every penny is accounted for properly, reports are prepared for the owners and managers of the business, and all tax deadlines are met.
    Family info: I am a wife and mother of two beautiful children.
    Hobbies and interests: I have served on the boards of the Garden State Numismatic Association, Holland Township PTO, Cross Roads Condominium Association, and the Riegel Ridge Youth Athletic Association. I am an advocate for breast cancer survivors.

We support
  • Federated Jewish Agencies of Somerset, Hunterdon and Warren Counties
  • Alzheimer’s New Jersey
  • Jewish Family Services of Somerset, Hunterdon and Warren Counties
  • BUSINESS DEVELOPMENT

    Our Business Development Department does much more than just get our new clients on board. Their functions also include the following:

    • Design the plan that will best meet the company’s objectives
    • Gather the information that is necessary to keep the plan running smoothly
    • Write the plan and trust document and secure government approval
    • Provide clear and understandable employee communications materials
    • Present investment options and coordinate with the investment provider
    • Transfer assets seamlessly from a previous investment provider
    • Prepare amendments, resolutions, and other documentation to reflect changes in plan design
    • Set up payroll deductions and procedures for depositing contributions into the plan
  • PLAN ADMINISTRATION

    The Plan Administration Department will keep your plan compliant throughout the year. The Administrators will review the plan design, make recommendations, and will consult with you on any issues regarding plan management. Their functions include the following:

    • Obtain census, financial, and other information about the plan on an annual basis
    • Run the various tests required to keep the plan in compliance with government regulations
    • Prepare an annual report summarizing the plan’s status
    • Prepare required government forms and reports
    • Work with your broker, accountant, attorney and other advisors to coordinate the responsibilities for plan administration
    • Make recommendations for changes to improve the design and operation of the plan
    • Answer questions as they arise
  • EXECUTIVE

    Larry Zeller is the President of Preferred Pension Planning Corporation. Michelle Glassman works with Larry on client relations and the overall operation of the company. You can contact Larry or Michelle with any questions about your plan or procedural issues.  If they can’t answer your question for you immediately, they will direct the question to the right party and get you an answer as quickly as possible.

Involvement in the community

Here at Preferred Pension Planning Corporation we pride ourselves on being involved within the community. Our work demands a strong amount of care for our clients’ futures and that notion spreads to how we treat our neighborhood members. We take the time of our busy schedule to give back in any way we can in the hopes of generating a fire within others to not only desire to create change as well as promote their collaborative efforts in making a difference.

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