Preferred Pension Planning Corporation is a qualified retirement plan administration firm dedicated to providing exceptional client service from a knowledgeable, well-informed staff. Our goal is to design the best possible retirement plans for our clients and facilitate smooth and efficient plan administration.

EDUCATION

Our staff collectively possess decades of experience on all types of retirement plans and have earned some of the highest accreditations offered by ASPPA, the premier industry organization representing retirement professionals.

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CEFEX Certification

Preferred Pension Planning is certified by CEFEX, in recognition of our dedication to effective risk management at all levels.

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