One of the questions that we tend to encounter is,
"Whom do I contact at Preferred Pension Planning to answer my questions?"

Our office is organized into three departments:

Business Development
Plan Administration
Executive

When you first come aboard, our Business Development Department will set up your accounts and process the plan documents. Your Plan will be assigned to a Consultant in the Plan Administration Department. This consultant will be your main contact for all ongoing annual administration. Should you ever need additional assistance, a member of the Executive Team will be glad to work with you.

To see what the general responsibilities of each department are, click on the department name above. Specific descriptions of these services can be found on the Our Services page of this website. Our Company Profile page will show you the qualifications and experience of some of our key staff members.

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