Company Information

Get to know Preferred Pension Planning Corporation

Founded in 1999, Preferred Pension Planning Corporation provides comprehensive retirement plan solutions for businesses across the United States. The firm operates as a third-party administrator (TPA), specializing in the design, installation, administration, and consulting for a wide range of qualified plans, including 401(k), Profit Sharing, and Defined Benefit plans. Their mission is to offer personalized service and expert guidance to help employers navigate the complexities of retirement plan regulations set by the IRS and the Department of Labor, ensuring compliance and maximizing benefits for business owners and their employees.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Preferred Pension Planning Corporation

United States

Founded in

1986 (40 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.