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VerifiedFinancial Services· Founded 1986

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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HeadquartersJacksonville, United StatesEmployees9(11 to 50)Annual revenue$1M to <$10MFounded year1986Websitebatesco.comLinkedIn profileLinkedIn

Verified contacts

7

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LinkedIn employees

9

11 to 50 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

0

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Monthly traffic

organic / mo

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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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