Pension Planning Consultants, Inc. has been providing consulting services, retirement plan administration, and actuarial services for clients with qualified plans since 1971.

PPC is committed to quality service to our clients and has achieved the American Society of Pension Professionals & Actuaries (ASPPA) CEFEX certification for Third Party Administration services.  The Centre for Fiduciary Excellence (CEFEX) is an independent global assessment and certification organization that provides an independent recognition of a firm’s conformity to a defined Standard of Practice.

Our employees are currently serving over 1,100 clients in the Southwest.  Pension Planning Consultants, Inc. provides impartial options, advice and recommendations for virtually the entire range of employee retirement plans.

Our current staff of 30 includes:

· Three Enrolled Actuaries

· Two Certified Public Accountants

· Five Qualified 401(k) Administrators

· Four Qualified Pension Administrators

· Senior Administrators which have 15 to 35 years of experience

· Junior Administrators which have 3 to 14 years of experience

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Retirement Plan Administration

Actuarial Services

Defined Contribution Group

Defined Benefit Group