Peter Feldenheimer & Associates Employee Directory

InsuranceCalifornia, United States0-1 Employees

Peter Feldenheimer & Associates operates in the insurance sector with a focus on retirement planning and related life insurance offerings. The firm designs and implements tax-qualified retirement plans, including traditional defined benefit programs, cash balance plans, profit sharing, 401(k)s, and SEPs, as well as non-qualified retirement arrangements for executives and pension life insurance. Based in Menlo Park, California, it serves individuals, partnerships, and corporate clients seeking tax-advantaged benefit programs.

A feasibility study is presented as a step in establishing a tax-qualified pension plan, and a feasibility questionnaire can be accessed via the company site to start the process. Its client base includes individuals, partnerships, and corporations, including members of national sports franchises and the National Association of Realtors, reflecting its focus on structured benefit plans for owners and employees.

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