Pension Plan Design and Administration

Preferred Pensions, LLC was acquired by U.S. Financial Services, LLC on January 1, 2018.

Preferred Pensions has a 30-year history of providing superior creative retirement plan design and administration services for entrepreneurs, business owners, and their employees in a wide range of industries.

As you have been striving for success and planning for the future of your business, you may be like nearly one third of other entrepreneurs lacking a retirement plan. Perhaps you are intimidated by the options or cannot fathom taking on this responsibility. However, the right retirement plan can be a game-changer for both owners and employees alike.  

With our dedicated team by your side, you can design a customized retirement plan that meets your specific objectives, integrates tax-advantaged financial strategies and minimizes your fiduciary liability. 

What kind of plan is best for you and your company? Defined benefit, cash balance, Profit Sharing, 401(k) - or a combination of plans? We will help you make these decisions, taking into consideration your profitability, cash flow, business succession plan, and retirement goals.

Our clients have invested their time, money, and energy to build their businesses, achieve success, and carefully plan for the future. Preferred Pensions takes great pride in complementing that work ethic common among successful entrepreneurs. We have crafted a time-tested, proven process for retirement planning that provides numerous tax, wealth accumulation, and asset protection benefits for company principals and their employees.

We take care of every aspect of qualified plan design, from administration to compliance to investment management. Our dedication to your satisfaction, your experience, and your financial well-being is what sets us apart from other pension plan providers. 

For more detailed information on our pension planning capabilities and process, please visit www.preferredpensions.com. You can also give us a call at (973) 882-3600 or fill out the Free No-Obligation Consultation form to get started today.