We're Rebranding

Pension Planning Consultants is becoming Daybright Financial—part of a unified rebrand of our parent company, U.S. Retirement & Benefits Partners, and all its firms. While our name is changing, there are no changes to how you contact us or access your account. You’ll continue working with the same team, committed to helping you reach your retirement goals. To learn more, visit Daybright.com.

Services

PPC is a Full-Service, CEFEX Certified, Third Party Administrator

HomeServices

Insist on a CEFEX Certified TPA!

Pension Planning Consultants, Inc. has been awarded the CEFEX Certification for Global Standard of Excellence in Industry Practices

Consulting

  • Retirement plan philosophy, selection, design and installation
  • Competitor Analysis and Comparison
  • Mergers, Acquisitions, and Controlled Groups
  • Strategic Plan Testing to Maximize Contributions
  • Plan Re-design

Plan Administration

  • Actuarial Services
  • Form 5500, 8955-SSA Filing
  • Loans & Distributions
  • Qualified Domestic Relation Orders (QDRO)
  • IRS Approved Plan Documents
  • Corrective Filings for Non-Compliant Plans (IRS & DOL Correction Programs)
  • Plan Terminations