Insights

Market Potential Preferred Pension Planning Corporation operates within the financial services industry, serving a diverse client base ranging from small family businesses to large corporations, indicating significant opportunities to expand our solutions across various company sizes and organizational types.

Revenue Growth With an estimated revenue between 50 million and 100 million dollars, the company demonstrates a strong market presence, suggesting potential for upselling advanced consulting, administrative services, or technology integrations to enhance client retention and growth.

Technology Stack Utilizing prevalent digital tools such as WordPress, Google Analytics, and SEO strategies positions the company as digitally savvy, opening avenues to introduce innovative SaaS solutions, digital marketing enhancements, or data analytics services to optimize their client offerings.

Client Diversification Serving non-profit organizations alongside for-profit firms presents opportunities to tailor specialized pension solutions or compliance services, catering to the specific regulatory and administrative needs of different organizational sectors.

Competitive Landscape Compared to industry giants like Fidelity or T. Rowe Price, Preferred Pension Planning can leverage personalized consulting and niche market expertise to differentiate itself, making it a strategic target for premium service offerings and partnership opportunities to expand market share.

Preferred Pension Planning Corporation Tech Stack

Preferred Pension Planning Corporation uses 8 technology products and services including Squarespace, WordPress, SendGrid, and more. Explore Preferred Pension Planning Corporation's tech stack below.

  • Squarespace
    Content Management System
  • WordPress
    Content Management System
  • SendGrid
    Email Delivery
  • Google Fonts API
    Font Scripts
  • Lightbox
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Google Analytics
    Web Analytics

Media & News

Preferred Pension Planning Corporation's Email Address Formats

Preferred Pension Planning Corporation uses at least 1 format(s):
Preferred Pension Planning Corporation Email FormatsExamplePercentage
FLast@preferredpension.comJDoe@preferredpension.com
53%
Last@preferredpension.comDoe@preferredpension.com
41%
First@preferredpension.comJohn@preferredpension.com
6%

Frequently Asked Questions

Where is Preferred Pension Planning Corporation's headquarters located?

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Preferred Pension Planning Corporation's main headquarters is located at 991 Route 22 Bridgewater, New Jersey 08807 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Preferred Pension Planning Corporation's phone number?

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You can contact Preferred Pension Planning Corporation'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 Preferred Pension Planning Corporation's official website and social media links?

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Preferred Pension Planning Corporation's official website is preferredpension.com and has social profiles on LinkedIn.

What is Preferred Pension Planning Corporation's NAICS code?

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Preferred Pension Planning Corporation's NAICS code is 52 - Finance and Insurance.

How many employees does Preferred Pension Planning Corporation have currently?

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As of April 2026, Preferred Pension Planning Corporation has approximately 21 employees across 2 continents, including North AmericaEurope. Key team members include President: C. Z.Chairman And Owner: L. Z.Director Of Business Development: B. K.. Explore Preferred Pension Planning Corporation's employee directory with LeadIQ.

What industry does Preferred Pension Planning Corporation belong to?

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Preferred Pension Planning Corporation operates in the Financial Services industry.

What technology does Preferred Pension Planning Corporation use?

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Preferred Pension Planning Corporation's tech stack includes SquarespaceWordPressSendGridGoogle Fonts APILightboxModernizrYoast SEOGoogle Analytics.

What is Preferred Pension Planning Corporation's email format?

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Preferred Pension Planning Corporation's email format typically follows the pattern of FLast@preferredpension.com. Find more Preferred Pension Planning Corporation email formats with LeadIQ.

When was Preferred Pension Planning Corporation founded?

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Preferred Pension Planning Corporation was founded in 1986.

Preferred Pension Planning Corporation

Financial ServicesNew Jersey, United States11-50 Employees

Preferred Pension Planning Corp is an independent employee benefits consulting firm that provides complete administrative, actuarial, and consulting services for all types of qualified retirement plans.

Our clients range from small companies to large firms. We handle plans for privately held family businesses as well as large public corporations. In addition, we administer plans for non-profit organizations.

Section iconCompany Overview

Headquarters
991 Route 22 Bridgewater, New Jersey 08807 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Preferred Pension Planning Corporation's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Preferred Pension Planning Corporation's revenue is estimated to be in the range of $50M$100M

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