Integrated Pension Design

Business Services · New York, United States · 1-10 Employees

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Overview

Headquarters

81 Larkfield Rd Ste 101, East Northport,...

Phone Number

(631) 261-6565

Revenue

<$5 Million

Industry

Business Services Project Management Accounting for Legal Practices Human Resources Management Systems (HRMS)
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Integrated Pension Design

Integrated Pension Design, Inc. is a boutique actuarial consulting firm that has been providing expert administration and consulting services for over four decades. They cater to businesses of all sizes, from sole proprietors to large companies, offering tailored solutions for 401(k), profit sharing, defined benefit, and cash balance plans. The firm prides itself on personalized service and deep industry expertise, focusing on custom plan design that aligns with each client's unique goals. Their commitment is to provide thoughtful guidance and long-term support, ensuring retirement plans are not approached with a one-size-fits-all mentality.Explore more
Integrated Pension Design's Social MediaPopular SearchesIntegrated Pension Design IncIntegrated Pension DesignIntegrated PensionSIC Code 87,874NAICS Code 54,541Show more

Integrated Pension Design Org Chart

PhoneEmail
KK
United States flag for contact location.

Associate Vice President & Director, Plan Des...

PhoneEmail
KP
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Senior Vice President and Director of Actuari...

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MP
United States flag for contact location.

Pension Data Coordinator

PhoneEmail
JH
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Senior 401- K Specialist

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Compare Similar Companies to Integrated Pension Design

Compare insights from companies similar to Integrated Pension Design, 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

Integrated Pension Design

<$5M
1-10
Private
<$5M
1986
KK
Kathryn KeilAssociate Vice President & Director, Plan Design
<$5M
11-50
Private
-
1989
JR
John RaffertyFounder & President
<$5M
11-50
Private
<$5M
2002
NG
Nicole GastonPension Administrator
<$5M
11-50
Private
<$5M
1999
Brittney Santos, Chief Operating Officer, Advisory Services & Plan Operations at Hackler Associates
Brittney SantosChief Operating Officer, Advisory Services & Plan Operations
<$5M
1-10
Private
-
1982
<$5M
1-10
Private
-
2002
CW
Cathleen WaltersOffice Manager
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Integrated Pension Design is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Integrated Pension Design is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Integrated Pension Design.

Integrated Pension Design financials insights

Gather financial insights about Integrated Pension Design, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$151K

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Integrated Pension Design Tech Stack

A closer look at the technologies used by Integrated Pension Design

Most Recent Scoops

Partnership
Partnership, Business Development, HR Operations, Operations
Funding
Integrated Pension Design has received an SBA PPP loan in the amount of $151,200 from Citibank resulting in the retention of 6 jobs.
Funding
Integrated Pension Design has received an SBA PPP loan for $150,000-350,000 from Citibank, N.A., supporting the retention of 6 jobs.
Funding
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Integrated Pension Design News & Media

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Top Business Services Companies

Frequently Asked Questions Regarding Integrated Pension Design

What is Integrated Pension Design's official website?
Integrated Pension Design's official website is www.intpen.com
What is Integrated Pension Design's Revenue?
Integrated Pension Design's revenue is <$5 Million
What is Integrated Pension Design's SIC code?
Integrated Pension Design's SIC: 87,874
What is Integrated Pension Design's NAICS code?
Integrated Pension Design's NAICS: 54,541
How many employees does Integrated Pension Design have?
Integrated Pension Design has 1-10 employees
What industry does Integrated Pension Design belong to?
Integrated Pension Design is in the industry of: Business Services, Project Management, Accounting for Legal Practices
What is Integrated Pension Design competition?
Integrated Pension Design top competitors include: Pension Advisory Group, ARS Retirement, Trombino Pension Administrators, Creative Pension Consultants
What technology does Integrated Pension Design use?
Some of the popular technologies that Integrated Pension Design uses are: WordPress.org, Cloudflare Website Optimization, Google Font API, Microsoft 365
How do I contact Integrated Pension Design?
Integrated Pension Design contact info: Phone number: (631) 261-6565 Website: www.intpen.com
What does Integrated Pension Design do?

Integrated Pension Design, Inc. is a boutique actuarial consulting firm that has been providing expert administration and consulting services for over four decades. They cater to businesses of all sizes, from sole proprietors to large companies, offering tailored solutions for 401(k), profit sharing, defined benefit, and cash balance plans. The fir... m prides itself on personalized service and deep industry expertise, focusing on custom plan design that aligns with each client's unique goals. Their commitment is to provide thoughtful guidance and long-term support, ensuring retirement plans are not approached with a one-size-fits-all mentality.Read More

What are Integrated Pension Design social media links?
Integrated Pension Design Linkedin page
Who invested in Integrated Pension Design?
Integrated Pension Design has 2 investors including PPP and PPP.
Is Integrated Pension Design a public company?
Integrated Pension Design is private company therefore does not currently have an official ticker symbol
See more information about Integrated Pension Design

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