facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Preferred Pension Planning Corporation

Preferred Pension Planning Corporation supports NAEF as a qualified retirement plan administration firm dedicated to providing exceptional service from their highly knowledgeable staff. Their goal is to design the best possible retirement plans for NAEF members and facilitate smooth and efficient plan administration.



At PPPC, the education level and industry experience of our staff allows us to be a true consultant to the plan, not just an administrator. PPPC has one of the highest percentages of ASPPA credentialed employees of any TPA firm in the country. PPPC provides correspondence and reports that are easy to understand. Our responses to your questions are prompt, clear, and concise. We continue to maintain a reputation of timely and accurate plan administration. Our goal is to make it easier for you to support your retirement plan.

At PPPC we are aware of how important it is to take the time to listen to your specific needs and objectives. We’re very proud of the relationships that we have with our clients and advisors. Our customized services provide an optimum level of professional care and attention. With PPPC, each Plan Sponsor is assigned a dedicated administrator that they can reach out to directly.

NAEF chose Preferred Pension Planning Corporation (PPPC) to administer the retirement plans and be the primary contact for NAEF retirement member organizations. Their client service approach places an emphasis on clear, concise, proactive communication, combined with a highly personal touch. PPPC provides a superior plan administration experience for NAEF members. These services include: 

  • Assist Employer with all DOL Submissions

  • Update Plan Document required to maintain Compliance

  • Maintain all records related to Plan set-up, participant forms

  • Provide forms for Beneficiary Designation, Salary Reduction, Payment Election

  • Coordinate Participant Accounts with Fidelity

  • Support the Processing of Plan Contributions

  • Maintain all documentation for each participant account

  • Monitor compliance with established annual Deferral Limits

  • Coordinate payment of Benefits at Termination and Retirement



Brian Kane CPC, QPA, QKA Photo

Brian Kane CPC, QPA, QKA

BUSINESS DEVELOPMENT MANAGER
Kristin Tocket, CPC, QPA, QKA, TGPC Photo

Kristin Tocket, CPC, QPA, QKA, TGPC

PLAN ADMINISTRATOR