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Pension-grab

Is Your Pension Money Protected From Creditors? /

If you owe money to a credit card company, bank, or other creditor, can they attach your pension or 401(k) account? In other words, can they take what you owe them out of your pension account before you receive it?  In most cases, the answer is a definite “NO.”  Pension plans covered by ERISA (the […]

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In Memory of Jay Driver /

On August 23, 2016, Preferred Pension Planning lost one of our brightest stars, Jay Driver. Jay tragically passed away on his way into the office that morning. Jay was 41 years old. Jay was not only a great pension consultant; he was a wonderful human being. He always had a huge smile on his face […]

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certification

The Value of the CEFEX Certification /

When you work with an organization that provides service to you, you want to make sure that the organization is not only technically competent, but that they also have procedures and safeguards to protect any information you provide them. You want to know that their employees are properly trained, that the organization is properly structured, […]

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Fiduciary Rule /

The Department of Labor (DOL) has been working since 2010 on regulations that would impose a new set of fiduciary standards for those in the investment advisement industry (consultants, brokers, insurance agents) who provide retirement advice. Regulations for retirement advice had not been previously updated since 1975. Finances have changed dramatically since 1975, and the […]

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June is Conference Month for PPPC! /

Preferred Pension Planning Corporation is excited to announce we are exhibiting at various upcoming conferences in the area! We are preparing for events chock full of the latest and greatest industry news as well as informative games. Industry Leaders and CPAs from all over will be in attendance sharing insight and progress in abundance and […]

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