At Preferred Pensions, our level of expertise and commitment to our clients’ satisfaction and overall experience sets us apart from our competitors.
Founded in 1982, we provide qualified plan design, administration services, fiduciary compliance and investment management for a wide range of retirement plans.
We specialize in designing and servicing retirement plans for entrepreneurs, business owners and their employees, and have experience over a wide range of industries.
Our professional team works with you to customize a retirement plan that meets your specific objectives, integrating tax-advantaged financial strategies, while minimizing fiduciary liability.
Preferred Pensions LLC is a subsidiary of U.S. Financial Services LLC, a northern NJ-based financial services firm, offering comprehensive wealth management capabilities for businesses and high net worth individuals. For more info visit: http://www.usfsc.com
At Preferred Pensions we provide our clients with a turnkey approach to retirement and pension plan design, administration, investment management and fiduciary compliance. Behind the scenes, we employ a highly competent, long-tenured team of financial services professionals dedicated to our clients and committed to achieving results.