PlanConnect
Likely to Engage tag.Highly Engaged Employees

Insurance · New York, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

100 Madison St, Syracuse, New York, 1320...

Phone Number

(800) 923-6669

Revenue

$7.4 Million

Industry

Insurance Business Services Accounting for Legal Practices
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
2
2
2

About PlanConnect

PlanConnect specializes in third-party administration for 403(b), 457(b), and 401(a) retirement plans, catering to public schools, colleges, hospitals, and nonprofit organizations. The company provides guidance and resources for employees to maximize their retirement savings and manage their accounts effectively. PlanConnect also supports employers and plan sponsors by addressing their complex needs and ensuring a smooth experience for plan participants. With a focus on education, the company offers tools, calculators, and FAQs to assist users in building a solid retirement strategy.Explore more
PlanConnect's Social MediaPopular SearchesPlanConnectPlanConnect LLCPlan ConnectPlan Connect LLCPlantConnectSIC Code 63,637NAICS Code 52,524Show more

PlanConnect Org Chart

PhoneEmail
RD
United States flag for contact location.

President

PhoneEmail

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

Is PlanConnect 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 PlanConnect

Compare insights from companies similar to PlanConnect, 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

PlanConnect

$7.4M
11-50
Private
-
2009
$9.8M
11-50
Private
-
2013
AF
Anthony FiorenzaPresident & CEO
$7.1M
11-50
Private
-
-
VG
Valeria GreeneDeputy Director, Retirement Services
<$5M
11-50
Private
-
1986
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
2006
RG
Rebecca GorrellPrincipal Owner
<$5M
1-10
Private
-
2012
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

PlanConnect is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

PlanConnect is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about PlanConnect.

PlanConnect Tech Stack

A closer look at the technologies used by PlanConnect

Top Insurance Companies

Frequently Asked Questions Regarding PlanConnect

What is PlanConnect's official website?
PlanConnect's official website is www.planconnect.com
What is PlanConnect's Revenue?
PlanConnect's revenue is $7.4 Million
What is PlanConnect's SIC code?
PlanConnect's SIC: 63,637
What is PlanConnect's NAICS code?
PlanConnect's NAICS: 52,524
How many employees does PlanConnect have?
PlanConnect has 11-50 employees
What industry does PlanConnect belong to?
PlanConnect is in the industry of: Insurance, Business Services, Accounting for Legal Practices
What is PlanConnect competition?
PlanConnect top competitors include: Income for Life, ACCG Retirement Services, PIVOT Income Strategies, Lindblad Financial Group
What companies has PlanConnect acquired?
PlanConnect has acquired the companies: WP Stewart, Stifel Independent Advisors, CPH Capital Fondsmglerselskab, AnchorPath
What technology does PlanConnect use?
Some of the popular technologies that PlanConnect uses are: Google Universal Analytics, Microsoft Azure, Microsoft 365, Entrust
How do I contact PlanConnect?
PlanConnect contact info: Phone number: (800) 923-6669 Website: www.planconnect.com
What does PlanConnect do?

PlanConnect specializes in third-party administration for 403(b), 457(b), and 401(a) retirement plans, catering to public schools, colleges, hospitals, and nonprofit organizations. The company provides guidance and resources for employees to maximize their retirement savings and manage their accounts effectively. PlanConnect also supports employers... and plan sponsors by addressing their complex needs and ensuring a smooth experience for plan participants. With a focus on education, the company offers tools, calculators, and FAQs to assist users in building a solid retirement strategy.Read More

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

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.