Insights

Growth Opportunity Mid-market retirement plan administrator with 11-50 employees and revenue in the 10-25M range presents an ideal target for strategic partnerships, upsell into enhanced back-office support and value-added compliance services as regulatory complexity increases.

Compliance Focus Expertise in IRS and Department of Labor regulations positions PPNW as a potential partner for firms seeking scalable TPA services, providing cross-sell opportunities for additional compliance automation and risk management offerings.

Tech Enablement Utilizes cloud and web technologies including AWS, Snowplow and modern web platforms; implies readiness for digital transformation consulting, data analytics enhancements, and integrated reporting solutions to improve plan administration efficiency.

Industry Alignment Operates in the retirement plan administration space with comparable scale to mid-market peers, suggesting collaboration with large financial services partners for referrals or white-label TPA services to extend market reach.

Growth Readiness Revenue tier indicates potential appetite for scalable service expansions, including governance audits, participant experience improvements, and expanded service lines such as recordkeeping integrations and technology-enabled compliance monitoring.

Similar companies to Pension Planners Northwest, Inc.

Pension Planners Northwest, Inc. Tech Stack

Pension Planners Northwest, Inc. uses 8 technology products and services including Snowplow, Amazon Web Services, Duda, and more. Explore Pension Planners Northwest, Inc.'s tech stack below.

Pension Planners Northwest, Inc.'s Email Address Formats

Pension Planners Northwest, Inc. uses at least 1 email format:
Pension Planners Northwest, Inc. Email FormatsExamplePercentage
FLast@ppnw.netJDoe@ppnw.net
100%

Frequently Asked Questions

What is Pension Planners Northwest, Inc.'s phone number?

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You can contact Pension Planners Northwest, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pension Planners Northwest, Inc.'s official website and social media links?

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Pension Planners Northwest, Inc.'s official website is ppnw.net and has social profiles on LinkedIn.

How much revenue does Pension Planners Northwest, Inc. generate?

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As of July 2026, Pension Planners Northwest, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Pension Planners Northwest, Inc.'s SIC code and NAICS code?

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Pension Planners Northwest, Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Pension Planners Northwest, Inc. have currently?

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As of July 2026, Pension Planners Northwest, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Chief Executive Officer: T. C. and Pension Planner: T. C. Explore Pension Planners Northwest, Inc.'s employee directory with LeadIQ.

What industry does Pension Planners Northwest, Inc. belong to?

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Pension Planners Northwest, Inc. operates in the Accounting industry.

What technology does Pension Planners Northwest, Inc. use?

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Pension Planners Northwest, Inc.'s tech stack includes Snowplow, Amazon Web Services, Duda, Squarespace, Squarespace Commerce, Stimulus, jQuery and MyWebsite Creator.

What is Pension Planners Northwest, Inc.'s email format?

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Pension Planners Northwest, Inc.'s email format typically follows the pattern of FLast@ppnw.net. Find more Pension Planners Northwest, Inc. email formats with LeadIQ.
Pension Planners Northwest, Inc. logo

Pension Planners Northwest, Inc.

AccountingOregon, United States11-50 Employees

Pension Planners Northwest, Inc. operates in the accounting industry, focusing on administration of retirement plans. The company provides back office support for retirement plans by delivering a methodical and organized approach to compliance with evolving IRS and Department of Labor regulations, helping employers manage plan administration more effectively. Based in Eugene, Oregon, the firm serves organizations requiring third-party administrator services to handle the technical and regulatory aspects of retirement plan management. With a workforce comprising professionals in a mid-sized firm context, PPNW positions itself as a dedicated resource for plan compliance and administration within the retirement services landscape. A recent development noted in industry news involves leadership changes at a peer firm, which aligns with the broader context of retirement plan administration and consulting in the market.

Section iconCompany Overview

Phone number
Website
ppnw.net
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Pension Planners Northwest, Inc.'s revenue is estimated to be in the range of $10M - $25M

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