History
Preferred Pension Planning and Consulting Services (a sole proprietorship) was founded on November 6, 1986 by Lawrence J. Zeller, with a vision to build a relationship with our clients and their advisors so that we can provide personal, customized service. The Company incorporated in October 1992 and changed its name to Preferred Pension Planning Corporation. The Company's first office was located in Springfield, NJ. Subsequently, offices were located in Mountainside and Bound Brook before moving to our current location at 991 Route 22 West, Bridgewater, NJ in March, 2001. The company started with two employees and about ten clients, and has grown to 25 employees and approximately one thousand clients.
Specialties
Preferred Pension Planning specializes in design, administration, and consulting for qualified retirement plans for small and medium-sized businesses. We focus on two issues: (1) courteous and efficient client service; and (2) thorough knowledge of pension plan design and administration. Pension plan administration is complex, but our job is to make it run smoothly and as simply as possible for our clients and their consultants. Our mission is to match our clients' objectives to the best retirement plan design possible, and provide a high level of customer satisfaction through personalized service and the highest quality of pension administration.