What is Preferred Pension Planning Corporation's NAICS code?

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

Insights

Diversified client base Independent employee benefits consulting firm serving a wide range of clients from small privately held family businesses to large public corporations and non-profit organizations, indicating opportunities to cross-sell retirement plan services across varied company sizes and sectors.

Qualified plans play Full administrative, actuarial, and consulting services for all types of qualified retirement plans suggest upsell potential in plan design optimization, compliance modernization, and fiduciary governance for existing and prospective clients.

Mid-market focus Revenue in the mid-range with a footprint of 11-50 employees and a client mix that includes substantial private and non-profit entities points to expansion opportunities in mid-market segments that may be underserved by larger insurers.

Tech-enabled efficiency Utilization of tools like Google Workspace, OneLogin, and web platforms indicates potential to offer scalable digital solutions, client portals, and automated reporting to attract efficiency-minded HR and finance teams.

Growth readiness Reported revenue between 50 and 100 million with a solid service scope and stable operations suggests readiness for expanded service lines, strategic partnerships, or targeted outreach to larger mid-market prospects seeking comprehensive retirement plan administration.

Similar companies to Preferred Pension Planning Corporation

Preferred Pension Planning Corporation Tech Stack

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

Squarespace
Content Management System
RSS
Content Management System
Apple iCloud Mail
Email
SendGrid
Email Delivery
JSON-LD
Javascript Frameworks
OWL Carousel
Javascript Libraries
HSTS
Security
X-Content-Type-Options
Web & Portal Technology

Preferred Pension Planning Corporation's Email Address Formats

Preferred Pension Planning Corporation uses at least 1 format(s):

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

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

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

How many employees does Preferred Pension Planning Corporation have currently?

As of July 2026, Preferred Pension Planning Corporation has approximately 22 employees across 2 continents, including North AmericaEurope. Key team members include Account Manager/ Territory Rep/ Account Support Rep: E. R.Senior Pension Consultant: K. G.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 SquarespaceRSSApple iCloud MailSendGridJSON-LDOWL CarouselHSTSX-Content-Type-Options.

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.