What is Preferred Pension Planning Corporation's NAICS code?

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

Insights

Stable revenue Independent employee benefits consulting firm with 11-50 employees and annual revenue in the $50M-$100M range, indicating solid financial health and potential for upsell of advanced retirement plan services to mid-market clients.

Retirement expertise Full-service administration, actuarial, and consulting for all qualified retirement plans position the company to cross-sell high-value benefits consulting, plan design enhancements, and compliance services to existing clients and prospects expanding their retirement programs.

Diverse client base Cares for small to large private, public, and non-profit organizations, suggesting opportunity to tailor scalable solutions and expand in industries with evolving regulatory requirements and benefits needs.

Tech affinity Uses modern web and data technologies (Squarespace, SendGrid, JSON-LD, OWL Carousel) alongside security measures (HSTS, X-Content-Type-Options), signaling readiness to leverage digital onboarding, client portals, and data-driven retirement plan analytics to attract and retain clients.

Growth readiness Revenue scale and market positioning align with potential partnerships or channel programs with larger financial services firms or payroll/HR platforms to accelerate client acquisition and cross-sell opportunities.

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Preferred Pension Planning Corporation Tech Stack

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

RSS
Content Management System
Squarespace
Content Management System
WordPress
Content Management System
Squarespace Commerce
E-commerce
Google Workspace
Email
SendGrid
Email Delivery
Twemoji
Font Scripts
PayPal
Payment Processing

Preferred Pension Planning Corporation's Email Address Formats

Preferred Pension Planning Corporation uses at least 3 email formats:

Preferred Pension Planning Corporation Email Formats	Example	Percentage
FLast@preferredpension.com	JDoe@preferredpension.com	58%
Last@preferredpension.com	Doe@preferredpension.com	37%
First@preferredpension.com	John@preferredpension.com	5%

Frequently Asked Questions

What is Preferred Pension Planning Corporation's phone number?

You can contact Preferred Pension Planning Corporation's main corporate office by phone at

+1-908-575-****

. 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?

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

How much revenue does Preferred Pension Planning Corporation generate?

As of September 2026, Preferred Pension Planning Corporation's annual revenue is estimated to be $50M - $100M.

What is Preferred Pension Planning Corporation's SIC code and NAICS code?

Preferred Pension Planning Corporation's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Preferred Pension Planning Corporation have currently?

As of September 2026, Preferred Pension Planning Corporation has approximately 21 employees across 2 continents, including North America and Europe. Key team members include Account Manager/ Territory Rep/ Account Support Rep: E. R., Senior Pension Consultant: K. G. and Pension Administrator: B. S. Explore Preferred Pension Planning Corporation's employee directory with LeadIQ.

What industry does Preferred Pension Planning Corporation belong to?

Preferred Pension Planning Corporation operates in the Financial Services industry.

What technology does Preferred Pension Planning Corporation use?

Preferred Pension Planning Corporation's tech stack includes RSS, Squarespace, WordPress, Squarespace Commerce, Google Workspace, SendGrid, Twemoji and PayPal.

What is Preferred Pension Planning Corporation's email format?

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?

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 within the financial services sector. It provides comprehensive administration, actuarial, and consulting services for all types of qualified retirement plans. The company is based in Bridgewater, New Jersey. 

Its client base ranges from small companies to large firms, including privately held family businesses, large public corporations, and nonprofit organizations. By offering end-to-end support across plan administration, actuarial work, and consulting, the firm operates across a broad spectrum of qualified retirement plans.