Pension Plan Professionals, Inc.
Professionals in pension plan design and administration

 

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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CONSULTANTS, ACTUARIES, AND ADMINISTRATORS

Newsworthy Notes

 

We are pleased to announce that the Centre for Fiduciary Excellence, LLC ("CEFEX") has certified

Pension Plan Professionals, Inc. of Jacksonville, FL as adhering to the  Standard of Practice for Recordkeepers. CEFEX News Release

 

 

Additionally, two members of our staff were among the first in Florida to obtain the Enrolled Retirement Plan Agent (ERPA) designation. As such, they are authorized to represent Clients in front of the IRS on retirement plan matters.

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