Insights

Niche Expertise Pension Plan Professionals, Inc. specializes exclusively in designing and administering IRS-qualified employee retirement plans, positioning them as a trusted advisor for organizations seeking tailored retirement solutions.

Independent Advantage The company's commitment to fee-for-service and independence from insurance or investment product subsidies can appeal to clients valuing objective, unbiased retirement consulting.

Market Focus Serving a niche market with referral-based growth, there is an opportunity to expand marketing efforts to attract more plan sponsors seeking personalized retirement plan services.

Growth Potential With revenue ranging from $10 million to $25 million and a small team, the firm has capacity for strategic partnerships or targeted outreach to mid-sized companies expanding their retirement offerings.

Competitive Positioning Compared to large incumbents in the financial services industry, the firm's specialized focus and independence can be leveraged to differentiate in highly competitive retirement plan consulting markets.

Pension Plan Professionals, Inc. Tech Stack

Media & News

Pension Plan Professionals, Inc.'s Email Address Formats

Pension Plan Professionals, Inc. uses at least 1 format(s):
Pension Plan Professionals, Inc. Email FormatsExamplePercentage
First@pensionplanonline.comJohn@pensionplanonline.com
41%
F.Last@pensionplanonline.comJ.Doe@pensionplanonline.com
12%
First.Last@pensionplanonline.comJohn.Doe@pensionplanonline.com
6%
First@pensionplanonline.comJohn@pensionplanonline.com
41%

Frequently Asked Questions

Where is Pension Plan Professionals, Inc.'s headquarters located?

Minus sign iconPlus sign icon
Pension Plan Professionals, Inc.'s main headquarters is located at 11555 Central Parkway Suite 1004 Jacksonville, Florida 32224 United States. The company has employees across 1 continents, including North America.

What is Pension Plan Professionals, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Pension Plan Professionals, Inc.'s official website is pensionplanonline.com and has social profiles on LinkedIn.

How much revenue does Pension Plan Professionals, Inc. generate?

Minus sign iconPlus sign icon
As of February 2026, Pension Plan Professionals, Inc.'s annual revenue is estimated to be $3M.

What is Pension Plan Professionals, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign icon
Pension Plan Professionals, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Pension Plan Professionals, Inc. have currently?

Minus sign iconPlus sign icon
As of February 2026, Pension Plan Professionals, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Case Manager: C. V.Consulting Principal: D. F. S.Administrative Assistant: A. S.. Explore Pension Plan Professionals, Inc.'s employee directory with LeadIQ.

What industry does Pension Plan Professionals, Inc. belong to?

Minus sign iconPlus sign icon
Pension Plan Professionals, Inc. operates in the Financial Services industry.

What is Pension Plan Professionals, Inc.'s email format?

Minus sign iconPlus sign icon
Pension Plan Professionals, Inc.'s email format typically follows the pattern of First@pensionplanonline.com. Find more Pension Plan Professionals, Inc. email formats with LeadIQ.

When was Pension Plan Professionals, Inc. founded?

Minus sign iconPlus sign icon
Pension Plan Professionals, Inc. was founded in 1986.

Pension Plan Professionals, Inc.

Financial ServicesFlorida, United States2-10 Employees

Pension Plan Professionals, Inc. (the acronym is pronounced "P-cubed") is a professional service firm which specializes in the design, establishment, and administration of IRS-qualified employee retirement benefit plans. 

Founded in August, 1986, the Firm's services are rendered strictly on a fee-for-service basis, rather than subsidized by commissions from insurance or investment products. Complete independence is maintained from any outside individual or entity, in order to operate objectively, in the best interests of the retirement plan, its participants, and the plan sponsor. 

By referral only. All casework is referred by accountants, attorneys, financial consultants, other professionals, or by other clients. 

Complete range of plan designs: profit sharing, money purchase pension, 401(k), 403(b), defined benefit, target benefit, cafeteria, and ESOP.

Section iconCompany Overview

Headquarters
11555 Central Parkway Suite 1004 Jacksonville, Florida 32224 United States
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Pension Plan Professionals, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Pension Plan Professionals, Inc.'s revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.