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Creative Plan Designs, Ltd. Employee Directory

Financial ServicesNew York, United States201-500 Employees

Creative Plan Designs, Ltd. operates in the financial services sector with a specialization in retirement planning. The firm integrates understanding of retirement-related laws with estate planning and taxation considerations that interact with clients' life circumstances to address complex plan challenges. It describes itself as independent from asset-gathering incentives, with disclosed compensation and fiduciary credentials, including CEFEX certification.

The company is based in East Meadow, New York. A notable recent development is that Creative Plan Designs, Ltd. was acquired by Benefit Plans Administrative Services, Inc. in February 2024.

Find Creative Plan Designs, Ltd. employees' phone numbers or email addresses

Creative Plan Designs, Ltd. Global Highlights

Location
Employees

North America
42

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  • United States Of America
    40
  • Canada
    1
  • Grenada
    1

Africa
1

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  • Egypt
    1

Creative Plan Designs, Ltd.'s Leadership

  • Stylized image of a person
    S. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M.
    Enrolled Actuary
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Administrative Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. B.
    Retirement Plan Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. L.
    Retirement Plan Consultant
    Phone icon
    Mobile Phone

Creative Plan Designs, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Community & Social Services
  • Legal
  • Banking
  • Accounting
  • Other
  • Consultant

Contact profiles from Creative Plan Designs, Ltd.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. S.
    President
    Phone icon
    Mobile Phone
    Aug 02, 2026
  • Stylized image of a person
    M.
    Enrolled Actuary
    Phone icon
    Mobile Phone
    May 17, 2025
  • Stylized image of a person
    J. L.
    Administrative Services
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    P. B.
    Retirement Plan Consultant
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    W. L.
    Retirement Plan Consultant
    Phone icon
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Creative Plan Designs, Ltd. known for?

Minus sign iconPlus sign iconCreative Plan Designs, Ltd. was founded in 1974 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-516-742-****
. Explore Creative Plan Designs, Ltd.'s company overview page for more information.

What is Creative Plan Designs, Ltd.'s most common email format?

Minus sign iconPlus sign iconCreative Plan Designs, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Creative Plan Designs, Ltd. email formats with LeadIQ.

How many employees does Creative Plan Designs, Ltd. have currently?

Minus sign iconPlus sign iconCreative Plan Designs, Ltd. has approximately 201 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Creative Plan Designs, Ltd.'s key employees and leadership?

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As of July 2026, Creative Plan Designs, Ltd.'s key employees include:

  • President: S. S.
  • Enrolled Actuary: M.
  • Administrative Services: J. L.
  • Retirement Plan Consultant: P. B.
  • Retirement Plan Consultant: W. L.

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