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Celebrating 50 Years in Business!

In 2021, Pension Planning Consultants will celebrate a half-century in business. Not too many existing businesses can claim this in today’s world! Why is this valuable to you?

Stability - We are here to stay. Providing retirement plan compliance administration, solutions and strategies in an ever-changing business climate are 3 of our top goals for clients. While other TPAs are being purchased by competitors, Pension Planning Consultants is growing and adding some of the best minds in our field of expertise to our existing workforce.

Experience - There isn’t a retirement plan structure or question we haven’t faced. We review, analyze and look for all potential solutions for each situation. From basic plan administration to the most complex of retirement plan designs - Don’t you want the best of minds reviewing your retirement plan administration, questions and/or strategies?

Confidence - Our team of credentialed experts continue their ongoing education and stay well-informed on the most recent governmental regulation changes and proposed legislation. We offer our clients the most updated retirement plan options for today as well as in the future. Your business grows and adapts to changes. Don’t you want a TPA that does as well?

Insist on a CEFEX Certified TPA!

Pension Planning Consultants, Inc. has been awarded the CEFEX Certification for Global Standard of Excellence in Industry Practices

Our employees are currently serving over 2,300 clients. Pension Planning Consultants, Inc. provides impartial options, advice and recommendations for virtually the entire range of employee retirement plans.

CEFEX TPA Certification

PPC is committed to providing quality service to our clients and has achieved the American Society of Pension Professionals & Actuaries (ASPPA) CEFEX certification for Third Party Administration services. The Centre for Fiduciary Excellence (CEFEX) is an independent global assessment and certification organization that provides an independent recognition of a firm’s conformity to a defined Standard of Practice.

For further information, CEFEX has published a this short informational video regarding their certification.