Preferred Pension Planning Corporation
Address: 991 US-22, Bridgewater, NJ 08807 Hours: Closes soon: 5PM ⋅ Opens 8AM Mon Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (908) 575-7575Place name: : : : : Website: : Category: : Website: http://www.preferredpension.com/ Category: Pension office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Preferred Pension Planning Posting publicly on the Web Write a review Reviews 2 Google reviews
Preferred Pension Planning Corporation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Preferred Pension Planning Corporation. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Preferred Pension Planning Corporation Employees
Patterson Smith Associates, LLC September 2006 - Present
Commonwealth Financial Network NJ September 2006 - Present
Preferred Pension Planning Corporation 1999 - 2006
The Copeland Companies 1998 - 1999
Alliance Capital Management 1992 - 1998
Skills
Pensions, Retirement, 401k, Defined Benefit, Employee Benefits, Retirement Planning, Retirement Plan..., ERISA, Mutual Funds, Defined Contribution, Pension Administration, TPA, Small Business, Accountants
Education
Montclair State University 1987 — 1991
BA
Preferred Pension Planning Corporation September 1986 - Present
Skills
Retirement, Microsoft Excel, Customer Service, Pensions, Defined Benefit, Employee Benefits, Mutual Funds, Accounting, 401k, Investment Advisory, ERISA, Retirement Plan...
Education
University of Maryland College Park 1978 — 1982
The Guardian Life Insurance Company of America March 2010 - Present
Beyer-Barber Company October 2008 - March 2010
Preferred Pension Planning Corporation September 2006 - October 2008
Pentec, Inc. 2001 - 2006
Skills
Retirement Planning, Retirement, Pensions, Employee Benefits, Defined Benefit, 401k, Life Insurance, Fixed Annuities, Disability Insurance
Education
East Stroudsburg University of Pennsylvania 1997 — 2001
Bachelor of Arts (BA), Mathematics
Preferred Pension Planning Corporation September 1986 - Present
Skills
Pension Administration, Defined Benefit, Actuarial Science, Retirement Plan..., 401k, Profit Sharing, ERISA, Qualified Retirement..., Defined Contribution, IRAs, Cash Balance
Education
University of Pennsylvania - The Wharton School 1973 — 1977
BS Economics, Actuarial Science
Dayton High School
Lafayette Investments, Inc. June 2012 - Present
Newbridge Securities October 2010 - April 2012
Preferred Pension Planning Corporation September 2007 - August 2010
Skills
Mutual Funds, Investments, Insurance, 401k, Securities, Financial Services, Customer Service, Accounting, Pensions, Alternative Investments, Financial Markets, Employee Benefits, Microsoft Office, Microsoft Excel, Process Improvement, Brokers, FINRA, Retirement Planning, Investment Banking, Finance
Education
Kean University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Preferred Pension Planning Corporation April 2013 - Present
Olive Garden January 2013 - March 2013
Bridgewater Raritan Middle School September 2011 - June 2012
Skills
PowerPoint, Word, Microsoft Office, Excel, Teaching, Facebook, Photoshop, Organization, Microsoft Word, Teamwork, Critical Thinking, Microsoft Excel, Time Management, Data Entry, 401k, Defined Contribution, Profit Sharing, Benefits Administration
Education
University of Delaware 2007 — 2011
Honors B.S. in Education - Magna Cum Laude, Elementary Education and Teaching
Bridgewater Raritan High School 2003 — 2007
Moelis & Company July 2014 - Present
Toys R Us May 2013 - July 2014
Toys R Us May 2011 - May 2013
Toys R Us March 2010 - April 2011
KPMG LLP January 2009 - September 2009
KPMG LLP June 2007 - August 2007
Preferred Pension Planning Corporation February 2006 - August 2006
Skills
Financial Reporting, SEC filings, GAAP, Microsoft Excel, Financial Statements, PowerPoint, Stock Compensation, S-4, S-1, Internal Controls, Financial Analysis, Accounting, Sarbanes-Oxley Act, US GAAP, Auditing, Revenue Recognition, Financial Accounting, Internal Audit
Education
The College of New Jersey
Bachelor of Science, Accountancy
Beverly Hills Pension Planning, LLC December 2014 - Present
The Guardian Life Insurance Company of America February 2010 - November 2014
The Guardian Life Insurance Company of America June 2008 - February 2010
Preferred Pension Planning Corporation January 2003 - April 2008
Skills
Defined Benefit, 401k, Retirement Planning, Leadership, Retirement, ERISA, Defined Contribution, Employee Benefits, Pensions, Profit Sharing, Retirement Plan..., Series 6, Mutual Funds, Financial Services, Investments, Series 63, Pension Administration
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Mathematics
Preferred Pension Planning Corporation March 2008 - Present
Merrill Lynch October 1999 - March 2008
Skills
Defined Benefit, Pensions, Profit Sharing, ERISA, Retirement, 401k, Retirement Plan..., Defined Contribution, FSA, Pension Administration, Financial Regulation, Pension Funds, Mutual Funds, Securities
Education
University of Maryland Eastern Shore 1996 — 1999
BS, Mathematics
Private January 2011 - Present
Self-Employed June 2009 - January 2011
Preferred Pension Planning Corporation June 2008 - May 2009
Alston & Bird LLP April 2007 - June 2008
Thomas F. Barrett, Inc. February 2003 - March 2007
Skills
HRIS, System Administration, Microsoft Excel, Tax Law, Analysis, Payroll, Human Resources, Legal Research, Insurance, Qualified Retirement..., Benefits Administration, Succession Planning, Due Diligence, PowerPoint, Defined Benefit, Management, Tax, Research, ADP Payroll, Ceridian, 401k, ERISA, Benefits Design, Retirement Planning, Financial Services, Project Management, Deferred Compensation, Estate Planning, Pensions, Mutual Funds, Mergers, Investments, Employment Law, Defined Contribution, Corporate Governance, Employee Benefits, Legal Compliance, Outlook, Actuarial Science, Access, Employment Contracts, Microsoft Office, Microsoft Word, Financial Analysis, Auditing, Strategic Planning, Employee Relations, Data Analysis, Profit Sharing, Pension Administration
Education
The George Washington University - School of Business
MBA
University of Illinois at Urbana-Champaign
B.S.
ADP September 2012 - Present
Novartis April 2011 - September 2012
GAP-Pension, Inc November 2003 - April 2011
Preferred Pension Planning Corporation April 2003 - August 2003
MetLife Corporation December 2000 - March 2002
Skills
Employee Benefits, Leadership, Budgets, Deferred Compensation, Payroll, Policy, CRM, Microsoft Excel, Coaching, Human Resources, Strategic Planning, Benefits Administration
Education
Drew University 1996 — 2000
B.A, Mathematics and Computer Science
Muhlenberg College July 2011 - Present
Preferred Pension Planning Corporation August 1998 - Present
Education
Muhlenberg College 1977 — 1981
BA, History
Dennis Yarmouth Regional High School 1973 — 1977
Zenith Precision Inc. February 2015 - Present
The Segal Group March 2013 - March 2015
Preferred Pension Planning Corporation November 2009 - March 2013
Lord Abbett December 2007 - October 2009
Morgan Stanley June 2006 - December 2007
Pershing June 2005 - August 2005
Skills
401k, Employee Benefits, Relationship Management, Financial Services
Education
Monmouth University 2002 — 2006
Business Administration, Marketing, Management
Preferred Pension Planning Corporation October 2002 - Present
Skills
Pensions, 401k, Retirement Plan..., Defined Benefit, ERISA, Defined Contribution, Retirement, Qualified Retirement...
Education
University of Rhode Island 1977 — 1981
BS, Resource Economics/Economics
Summit Benefit and Actuarial Services, Inc. October 2013 - Present
Atlantic Pension Services, Inc. August 2011 - October 2013
Valley Forge Pension Management May 2007 - August 2011
Valley Forge Consulting Corp May 2005 - April 2007
Preferred Pension Planning Corporation August 2001 - April 2005
Education
Montclair State University 1998 — 2001
BS, Mathematics
Preferred Pension Planning Corporation August 2007 - Present
Merrill Lynch April 2002 - August 2007
Merrill Lynch May 1999 - September 2001
Merrill Lynch April 1997 - May 1999
Merrill Lynch August 1995 - April 1997
Skills
Profit Sharing, Pensions, Retirement, ERISA, Retirement Planning, Retirement Plan..., Defined Contribution, Employee Benefits, Benefits Administration, Small Business, 401(k), Pension Administration, Securities, Financial Services, Payroll, Executive Pay, Actuarial Consulting
Education
Kean University 1990 — 1995
Bachelor's degree, Management Science
Ascensus June 2012 - Present
Preferred Pension Planning Corporation May 2009 - June 2010
Tell Retirement Services, Inc. August 1987 - May 2009
Skills
Microsoft Office, Team Building
Education
Rutgers University-New Brunswick 1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General
Preferred Pension Planning Corporation May 2013 - Present
Freelance Web Development January 2013 - Present
Raritan Valley Country Club 2004 - Present
Samsung Telecommunications America August 2012 - April 2013
Lebanon Valley College September 2011 - May 2012
Lebanon Valley College September 2009 - May 2012
Skills
Computer Hardware, HTML, CSS, ASP.NET, Java, JavaScript, Haskell, SQL, Optics, Computational Physics, Quantum Mechanics, Linear Algebra, Discrete Mathematics, Photography
Education
Lebanon Valley College 2008 — 2012
Bachelor of Science (B.S.), Physics