Pension Plan Professionals, Inc
Pension Plan Professionals, Inc.(the acronym is pronounced "P-cubed") is a professional service firm which specializes in the design, establishment, and administration of IRS-qualified employee retirement benefit plans. Founded in August, 1986, the Firm's services are rendered strictly on a fee-for-service basis, rather than subsidized by commissions from insurance or investment products. Complete independence is maintained from any outside individual or entity, in order to operate objectively, in the best interests of the retirement plan, its participants, and the plan sponsor. By referral only. All casework is referred by accountants, attorneys, financial consultants, other professionals, or by other clients. Complete range of plan designs: profit sharing, money purchase pension, 401(k), 403(b), defined benefit, target benefit, cafeteria, and ESOP.
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11 to 50 range
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7 contacts with verified email or phone · masked until revealed.
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Dale F. Smith
Consulting Principal · General Business & Management
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Sharon Smith
Practice Manager Vice President · General Business & Management
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Top roles at Pension Plan Professionals, Inc
7 distinct titles indexed · top 7 shown.
- 1administrative assistant
- 1asst practice manager
- 1case manager
- 1consulting principal
- 1homoattenddant
- 1practice manager
- 1practice manager vice president
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