Preferred Pension Planning Corporation provides a complete range of services for all types of employee benefit plans including Defined Benefit Plans, Defined Contribution Pension and Profit Sharing Plans, 401(k) Plans, 403(b) Plans, 457 Plans, VEBAs, Deferred Compensation Plans, and Section 125 (Cafeteria) Plans.

Our fees are based on the design of the plan and the services we provide. Our services can vary greatly depending on many factors, therefore we quote fees on a case-by-case basis. Every client receives a Fee Quote and a complete Service Agreement before work begins. The function of these documents is to define our responsibilities and the responsibilities of the plan sponsor.

Listed below are some of the various services we provide. This list will be customized to your plan design. Click on a topic for a more detailed list of services.

Plan Design and Implementation
Defined Contribution Plan Recordkeeping and Administration
Defined Benefit Plan Actuarial Services and Administration
Annual Compliance Testing and Government Reporting
Consulting Services

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