Pension Plan Professionals, Inc. Email Format

Financial ServicesFlorida, United States2-10 Employees

Pension Plan Professionals, Inc. operates as a professional services firm within financial services, specializing in the design, creation, and management of IRS-qualified retirement plans. Its engagements are funded by fees for services rather than commissions from insurance or investment products, reinforcing independence. Referrals from accountants, attorneys, financial consultants, and other professionals, or from existing clients, guide the firm’s workflow.

Based in Jacksonville, Florida, the company offers a full spectrum of retirement plan designs, including profit sharing, money purchase pension, 401(k), 403(b), defined benefit, target benefit, cafeteria plans, and ESOP structures. Founded in August 1986, the firm operates in the financial services sector with a focus on impartial retirement plan design and ongoing administration for sponsors and participants.

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