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Creative Pension Consultants, Inc.
Primary contact: John F. Rafferty, Jr., CPA, CPC
Telephone Number: 518-452-8139
Contact Email
Email This Listing
Years in Business: 19 Years
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Address: 433 New Karner Rd.
City: Albany
Home State: New York
Business States: Connecticut, Massachusetts, New Jersey, New York, Pennsylvania, Vermont
Zip Code: 12205
Website: www.crepen.com
Plan Investments:
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About Us:
A local pension consullting and administration firm specializing in custom plan designs for the small employer. We work with many of the recordkeeping programs from the major 401(k) providers such as Nationwide, American Funds, Oppenheimer, Hartford, ING, JHancock, etc. Our designs include New Comparability, 401(k), Defined Benefit and Cash Balance Plans. We represent clients before the IRS & DOL |
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DC Plans |
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Daily Valuation |
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Advisor Web |
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Tax Reporting |
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DB Plans |
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Proposal Support |
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Plan Design |
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Enrollment Kits/Fact Sheet |
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Non-Qualified Plans |
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E & O Insurance |
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Online Statements |
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Plan Sponsor Newsletters |
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Single Person Plans |
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Plan Sponsor Web |
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Compliance |
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Sales Support/Enrollment Consultants |
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