Preferred Pension Planning

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

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Overview

Headquarters

991 Route 22, Bridgewater, New Jersey, 0...

Phone Number

(908) 575-7575

Revenue

<$5 Million

Industry

Insurance Business Services Project Management Accounting for Legal Practices

About Preferred Pension Planning

Preferred Pension Planning Corporation is a retirement plan administration firm that specializes in designing and managing retirement plans for employers, advisors, and employees. The company offers services such as plan design, consulting, and compliance, ensuring exceptional client service through a knowledgeable staff. With decades of experience and high-level accreditations, they are committed to effective risk management and client confidentiality. Their goal is to simplify pension planning and facilitate efficient plan administration.Explore more
Preferred Pension Planning's Social MediaSIC Code 63,637NAICS Code 52,524Show more

Preferred Pension Planning Org Chart

PhoneEmail
Corey Zeller, President at Preferred Pension Planning
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Preferred Pension Plannin...

<$5M
11-50
Private
-
1986
Corey Zeller, President at Preferred Pension Planning
Corey ZellerPresident
$21.6M
11-50
Private
<$5M
2006
$5.3M
11-50
Private
<$5M
1999
AR
Ashley RaleighPlan Document Specialist
$5.2M
11-50
Private
<$5M
2008
JL
Jae LehtoPresident
<$5M
1-10
Private
<$5M
1978
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Preferred Pension Planning Tech Stack

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Frequently Asked Questions Regarding Preferred Pension Planning

What is Preferred Pension Planning's official website?
Preferred Pension Planning's official website is www.preferredpension.com
What is Preferred Pension Planning's Revenue?
Preferred Pension Planning's revenue is <$5 Million
What is Preferred Pension Planning's SIC code?
Preferred Pension Planning's SIC: 63,637
What is Preferred Pension Planning's NAICS code?
Preferred Pension Planning's NAICS: 52,524
How many employees does Preferred Pension Planning have?
Preferred Pension Planning has 11-50 employees
What industry does Preferred Pension Planning belong to?
Preferred Pension Planning is in the industry of: Insurance, Business Services, Project Management
What is Preferred Pension Planning competition?
Preferred Pension Planning top competitors include: Hunter Benefits Consulting Group, Future Planning Associates, Compass Retirement Consulting Group, Osborne & Associates
What technology does Preferred Pension Planning use?
Some of the popular technologies that Preferred Pension Planning uses are: NS1, Squarespace Online Stores, Adobe Typekit, YouTube
How do I contact Preferred Pension Planning?
Preferred Pension Planning contact info: Phone number: (908) 575-7575 Website: www.preferredpension.com
What does Preferred Pension Planning do?

Preferred Pension Planning Corporation is a retirement plan administration firm that specializes in designing and managing retirement plans for employers, advisors, and employees. The company offers services such as plan design, consulting, and compliance, ensuring exceptional client service through a knowledgeable staff. With decades of experience... and high-level accreditations, they are committed to effective risk management and client confidentiality. Their goal is to simplify pension planning and facilitate efficient plan administration.Read More

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

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