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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
41

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  • United States Of America
    39
  • Canada
    1
  • Grenada
    1

Europe
1

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  • Belgium
    1

Creative Plan Designs, Ltd.'s Leadership

  • President at Creative Plan Designs, Ltd.
    S. S.
    President
    Mobile Phone
  • Enrolled Actuary at Creative Plan Designs, Ltd.
    M.
    Enrolled Actuary
    Mobile Phone
  • Administrative Services at Creative Plan Designs, Ltd.
    J. L.
    Administrative Services
    Mobile Phone
  • Retirement Plan Consultant at Creative Plan Designs, Ltd.
    P. B.
    Retirement Plan Consultant
    Mobile Phone
  • Retirement Plan Consultant at Creative Plan Designs, Ltd.
    W. L.
    Retirement Plan Consultant
    Mobile Phone

Creative Plan Designs, Ltd. Employee Metrics

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

Contact profiles from Creative Plan Designs, Ltd.

Name
Title
Contact
Location
Last Update
  • President at Creative Plan Designs, Ltd.
    S. S.
    President
    Mobile Phone
    Aug 02, 2026
  • Enrolled Actuary at Creative Plan Designs, Ltd.
    M.
    Enrolled Actuary
    Mobile Phone
    May 17, 2025
  • Administrative Services at Creative Plan Designs, Ltd.
    J. L.
    Administrative Services
    Mobile Phone
    Oct 23, 2024
  • Retirement Plan Consultant at Creative Plan Designs, Ltd.
    P. B.
    Retirement Plan Consultant
    Mobile Phone
    Oct 18, 2024
  • Retirement Plan Consultant at Creative Plan Designs, Ltd.
    W. L.
    Retirement Plan Consultant
    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 and operates in the Financial Services industry. You can contact Creative Plan Designs, Ltd.'s 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 FLast@cpdltd.com. 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 America and Europe.

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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