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Preferred Pension Planning Corporation

Home
Services
Plan Design
Consulting
Compliance
For Employers
For Advisors
For Employees
Retirement Plans
Defined Contribution Plans
Defined Benefit Plans
Annual Limits
About
Our Team
In the Community
Education
Careers
Privacy Policy
News
Contact
Manage Plan
Corey B. Zeller, MSEA, CPC, QPA, QKA
December 23, 2023

2023 Year End Newsletter

Corey B. Zeller, MSEA, CPC, QPA, QKA
December 23, 2023

Our 2023 Year End Newsletter is now available. You can download it here.

Happy holidays!

Newer PostREADY OR NOT—LONG TERM PART TIME IS HERE
Older PostThe Froth Over Roth - September 2023 Newsletter

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Preferred Pension Planning Corporation

991 Route 22 West
Bridgewater, NJ 08807
(908) 575-7575

Distribution Processing Team: (908) 801-6993

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In the course of providing our clients with pension consulting advice, we receive significant personal financial information from our clients. If you are a client of Preferred Pension Planning Corporation, you should know that all information we receive from you isheld in confidence, and is not released to people outside the firm, except as agreed to by you, or as required under applicable law.

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, elec-tronic, and procedural safeguards that comply with our professional standards.