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“Do you know where your participants are?” /

Those of us who have been around since the late 1960s remember the iconic television public service announcement that was preceded an announcement of the time: “It’s 10 p.m., do you know where your children are?” The implication was that if you didn’t know where your children were, perhaps your parenting skills needed improvement and […]

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Preferred Pension Planning Corporation to Participate in Charity Event /

On Oct 7, Preferred Pension Planning Corporation (PPPC) will take part in the American Heart Association’s Central New Jersey Heart Walk. The event will take place at Arm & Hammer Park in Trenton, NJ. Participants will have the option between a one-mile or three-mile walk to raise funds for heart disease and stroke research. Heart […]

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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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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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