Premier Plan Consultants

Premier Plan Consultants

Financial Services San Diego, Ca, United States 30 employees
Employees
30
Contacts
3
Emails
3
Phones
1

Premier Plan Consultants Overview

Headquarters
San Diego, Ca, United States
Industry
Financial Services
Employees
30
Founded
2017
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Premier Plan Consultants

At Premier Plan Consultants (PPC), we specialize in delivering top level retirement plan administration services that help organizations of all sizes optimize their retirement plans. As a trusted Third Party Administrator (TPA), we manage everything from retirement plan administration to ensuring full compliance with ERISA, DOL, and IRS regulations. We are committed to fostering strong, personalized relationships with every advisor and client we serve. Our talented team of retirement plan professionals is invested in simplifying the journey for over 1,500 businesses as they establish and manage their company retirement plans. By partnering with us, businesses can provide competitive retirement plans for their employees while alleviating administrative burdens and ensuring alignment with their budget and overall business goals. Our services include: • Plan Design & Consulting Services • Retirement Plan Administration and Compliance • Contribution Calculations & Distributions • Reporting, Audits & Filings (Form 5500, Non-discrimination Testing) At PPC, we are committed to delivering exceptional service and innovative solutions that ensure your retirement programs remain compliant and cost-effective. Let's connect to discuss how implementing a retirement plan can help your business balance tax advantaged strategies with retirement benefits that truly help their employees.

Premier Plan Consultants Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Premier Plan Consultants Org Chart

Sample employees and titles
Name Title Contact
Stephanie Stearns-Mead Senior Plan Consultant
Email
Sarah Tyo Trust Accounting Specialist at Premier
View
Ken Vollmer Actuary at Premier Plan Consultants
Email Phone
Caitlin Kast Plan Consultant Manager at Premier Plan
Email

Employees by Management Level

Individual contributor 9 profiles
Senior / Lead 2 profiles
VP / Head 1 profile
Director 1 profile
Manager 1 profile
Associate / junior 1 profile
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 6 6 3
Sales 1 1 0

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