PPC is a Full-Service, CEFEX Certified, Third Party Administrator

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Insist on a CEFEX Certified TPA!

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


  • Retirement plan philosophy, selection, design and installation
  • Competitor Analysis and Comparison
  • Mergers, Acquisitions, and Controlled Groups
  • Strategic Plan Testing to Maximize Contributions
  • Plan Re-design

Plan Administration

  • Actuarial Services
  • Form 5500, 8955-SSA Filing
  • Loans & Distributions
  • Qualified Domestic Relation Orders (QDRO)
  • IRS Approved Plan Documents
  • Corrective Filings for Non-Compliant Plans (IRS & DOL Correction Programs)
  • Plan Terminations