Pension Plan Professionals, Inc. logo

Pension Plan Professionals, Inc. Employee Directory

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.

Find Pension Plan Professionals, Inc. employees' phone numbers or email addresses

Pension Plan Professionals, Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Pension Plan Professionals, Inc.'s Leadership

  • Stylized image of a person
    C. V.
    Case Manager
    Phone icon
  • Stylized image of a person
    D. F. S.
    Consulting Principal
    Phone icon
  • Stylized image of a person
    A. S.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    S. W.
    Administrator
    Phone icon
  • Stylized image of a person
    V. A.
    Phone icon

Pension Plan Professionals, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Sales
  • Accounting
  • Administrative
  • Other
  • Banking

Contact profiles from Pension Plan Professionals, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. V.
    Case Manager
    Phone icon
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    D. F. S.
    Consulting Principal
    Phone icon
    United StatesFlorida
    Jun 25, 2026
  • Stylized image of a person
    A. S.
    Administrative Assistant
    Phone icon
    United StatesFlorida
    Sep 12, 2025
  • Stylized image of a person
    S. W.
    Administrator
    Phone icon
    United StatesFlorida
    Oct 21, 2024
  • Stylized image of a person
    V. A.
    Phone icon
    UNITED STATES
    Mar 09, 2023

Frequently Asked Questions

What is Pension Plan Professionals, Inc. known for?

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Pension Plan Professionals, Inc. was founded in 1986 operates in the Financial Services industry. Explore Pension Plan Professionals, Inc.'s company overview page for more information.

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

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Pension Plan Professionals, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pension Plan Professionals, Inc. email formats with LeadIQ.

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

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Pension Plan Professionals, Inc. has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Pension Plan Professionals, Inc.'s key employees and leadership?

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As of August 2026, Pension Plan Professionals, Inc.'s key employees include:

  • Case Manager: C. V.
  • Consulting Principal: D. F. S.
  • Administrative Assistant: A. S.
  • Administrator: S. W.
  • : V. A.

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