Benefit Planning Specialist

Finance · Nebraska, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

770 N Cotner Blvd Ste 300, Lincoln, Nebr...

Phone Number

(402) 466-5109

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Benefit Planning Specialist

Benefit Planning Specialist, Inc. is an independent financial services firm that assists business owners and their employees in defining and achieving their retirement goals. The firm offers innovative retirement plan solutions, enabling plan sponsors to manage their retirement resources effectively while ensuring participants feel confident in their plan's management. They focus on retirement plan design, administration, education, and investment, allowing management to concentrate on running their companies. With a commitment to enhancing plan value and investment opportunities, they aim to help employees attain their desired retirement lifestyle.Explore more
Benefit Planning Specialist's Social MediaPopular SearchesBenefit Planning Specialist IncBenefit Planning SpecialistsPlanning Specialist IncBenefit Planning SpecialistBenefit Planning Specialists InSIC Code 62,628NAICS Code 52,523Show more

Benefit Planning Specialist Org Chart

PhoneEmail
RS
United States flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Benefit Planning Specialist your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Benefit Planning Specialist

Compare insights from companies similar to Benefit Planning Specialist, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Benefit Planning Speciali...

<$5M
1-10
Private
-
1970
RS
Rosemary StrubeOffice Manager
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5.7M
11-50
Private
-
1988
TT
Tiffany TrangheseBusiness Development Manager
<$5M
1-10
Private
-
2009
Julie Denmon, SrVP and Chief Administrative Officer at Key Retirement Solutions
Julie DenmonSrVP and Chief Administrative Officer
<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
<$5M
1-10
Private
-
-
CM
Colleen McGinnOffice Manager
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Benefit Planning Specialist is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Benefit Planning Specialist is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Benefit Planning Specialist.

Benefit Planning Specialist Tech Stack

A closer look at the technologies used by Benefit Planning Specialist

Top Finance Companies

Frequently Asked Questions Regarding Benefit Planning Specialist

What is Benefit Planning Specialist's official website?
Benefit Planning Specialist's official website is www.marvinsouchek.com
What is Benefit Planning Specialist's Revenue?
Benefit Planning Specialist's revenue is <$5 Million
What is Benefit Planning Specialist's SIC code?
Benefit Planning Specialist's SIC: 62,628
What is Benefit Planning Specialist's NAICS code?
Benefit Planning Specialist's NAICS: 52,523
How many employees does Benefit Planning Specialist have?
Benefit Planning Specialist has 1-10 employees
What industry does Benefit Planning Specialist belong to?
Benefit Planning Specialist is in the industry of: Finance, Securities Trading
What is Benefit Planning Specialist competition?
Benefit Planning Specialist top competitors include: Ohanesian / Lecours, Mcclure Wealth, Sterling Total Wealth Solutions, Key Retirement Solutions
What technology does Benefit Planning Specialist use?
Some of the popular technologies that Benefit Planning Specialist uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Benefit Planning Specialist?
Benefit Planning Specialist contact info: Phone number: (402) 466-5109 Website: www.marvinsouchek.com
What does Benefit Planning Specialist do?

Benefit Planning Specialist, Inc. is an independent financial services firm that assists business owners and their employees in defining and achieving their retirement goals. The firm offers innovative retirement plan solutions, enabling plan sponsors to manage their retirement resources effectively while ensuring participants feel confident in the... ir plan's management. They focus on retirement plan design, administration, education, and investment, allowing management to concentrate on running their companies. With a commitment to enhancing plan value and investment opportunities, they aim to help employees attain their desired retirement lifestyle.Read More

What are Benefit Planning Specialist social media links?
Benefit Planning Specialist Linkedin page
Is Benefit Planning Specialist a public company?
Benefit Planning Specialist is private company therefore does not currently have an official ticker symbol
See more information about Benefit Planning Specialist

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.