Phyllis Nelson's Colleagues at Bates & Company Inc.
Phyllis Nelson's Contact Details
407-645-4015
Winter Park, Florida
Bates & Company Inc.
Phyllis Nelson's Company Details
Pension Plan Professionals, Inc. (the acronym is pronounced "P-cubed") is a professional service firm which specializes in the design, establishment, and administration of IRS-qualified employee retirement benefit plans. Founded in August, 1986, the Firm's services are rendered strictly on a fee-for-service basis, rather than subsidized by commissions from insurance or investment products. Complete independence is maintained from any outside individual or entity, in order to operate objectively, in the best interests of the retirement plan, its participants, and the plan sponsor. By referral only. All casework is referred by accountants, attorneys, financial consultants, other professionals, or by other clients. Complete range of plan designs: profit sharing, money purchase pension, 401(k), 403(b), defined benefit, target benefit, cafeteria, and ESOP.