Preferred Pension Planning Corporation

Description

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

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Preferred Pension Planning Corporation Employees

Employee
Years
Job
Industry
Kelly A. Kurtz, CPC Kelly A. Kurtz, CPC Morristown, New Jersey Details
Kelly A. Kurtz, CPC's Preferred Pension Planning Corporation Experience 1999 - 2006
Job Retirement Plan Consultant Patterson Smith Associates, LLC / Commonwealth Financial Network
Industry Financial Services
Experience
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

Michelle Glassman, ERPA, QPA Michelle Glassman, ERPA, QPA Martinsville, New Jersey Details
Michelle Glassman, ERPA, QPA's Preferred Pension Planning Corporation Experience September 1986 - Present
Job Consultant at Preferred Pension Planning Corporation
Industry Financial Services
Experience
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

Heather Yeager Heather Yeager Bethlehem, Pennsylvania Details
Heather Yeager's Preferred Pension Planning Corporation Experience September 2006 - October 2008
Job Product Management at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
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

Lawrence Zeller Lawrence Zeller Bridgewater, New Jersey Details
Lawrence Zeller's Preferred Pension Planning Corporation Experience September 1986 - Present
Job Innovative retirement plan design, plus personal and proficient pension administration.
Industry Financial Services
Experience
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

Elaine McGrady Elaine McGrady Washington D.C. Metro Area Details
Elaine McGrady's Preferred Pension Planning Corporation Experience September 2007 - August 2010
Job Account Administrator
Industry Financial Services
Experience
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

Kristen Pannullo Kristen Pannullo Bridgewater, New Jersey Details
Kristen Pannullo's Preferred Pension Planning Corporation Experience April 2013 - Present
Job Pension Administrator at Preferred Pension Planning Corporation
Industry Financial Services
Experience
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

Nick Riehl, CPA Nick Riehl, CPA Greater New York City Area Details
Nick Riehl, CPA's Preferred Pension Planning Corporation Experience February 2006 - August 2006
Job Associate Moelis & Company
Industry Accounting
Experience
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

Alexander Barthalis Alexander Barthalis Beverly Hills, California Details
Alexander Barthalis's Preferred Pension Planning Corporation Experience January 2003 - April 2008
Job Managing Partner at Beverly Hills Pension Planning
Industry Financial Services
Experience
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

Jay Driver, CPC, QPA, QKA Jay Driver, CPC, QPA, QKA Greater New York City Area Details
Jay Driver, CPC, QPA, QKA's Preferred Pension Planning Corporation Experience March 2008 - Present
Job Pension Consultant
Industry Financial Services
Experience
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

Reginald Hector Reginald Hector Washington D.C. Metro Area Details
Reginald Hector's Preferred Pension Planning Corporation Experience June 2008 - May 2009
Job Retirement Plan Benefits Consultant
Industry Accounting
Experience
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.

Meridith Steckler Meridith Steckler Greater New York City Area Details
Meridith Steckler's Preferred Pension Planning Corporation Experience April 2003 - August 2003
Job Retirement Plan Optimization Specialist at ADP
Industry Financial Services
Experience
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

Sheryl Guss Sheryl Guss Greater New York City Area Details
Sheryl Guss's Preferred Pension Planning Corporation Experience August 1998 - Present
Job President of Alumni Board at Muhlenberg College
Industry Financial Services
Experience
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

Kate de Gennaro, QPA, QKA Kate de Gennaro, QPA, QKA Greater New York City Area Details
Kate de Gennaro, QPA, QKA's Preferred Pension Planning Corporation Experience November 2009 - March 2013
Job Business Manager at Zenith Precision Inc.
Industry Financial Services
Experience
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

KATHLEEN GNASH, CPC, QPA, QKA, ERPA KATHLEEN GNASH, CPC, QPA, QKA, ERPA Bridgewater, New Jersey Details
KATHLEEN GNASH, CPC, QPA, QKA, ERPA's Preferred Pension Planning Corporation Experience October 2002 - Present
Job Senior Pension Consultant at Preferred Pension Planning Corporation
Industry Financial Services
Experience
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

Leigh DeYoung Leigh DeYoung Greater Philadelphia Area Details
Leigh DeYoung's Preferred Pension Planning Corporation Experience August 2001 - April 2005
Job Plan Administrator
Industry Financial Services
Experience
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

Nicole Figliolo, CPC, QPA Nicole Figliolo, CPC, QPA Greater New York City Area Details
Nicole Figliolo, CPC, QPA's Preferred Pension Planning Corporation Experience August 2007 - Present
Job Pension Consultant at Preferred Pension Planning Corporation
Industry Financial Services
Experience
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

Kathleen O'Sullivan-Zona Kathleen O'Sullivan-Zona Greater New York City Area Details
Kathleen O'Sullivan-Zona's Preferred Pension Planning Corporation Experience May 2009 - June 2010
Job Implementation Specialist at Ascensus
Industry Financial Services
Experience
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

Brian Farkas Brian Farkas Bridgewater, New Jersey Details
Brian Farkas's Preferred Pension Planning Corporation Experience May 2013 - Present
Job Pension Administrator at Preferred Pension Planning Corporation
Industry Information Technology and Services
Experience
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