Profit & Pension Planners Celebrates 55 Years of Designing and Servicing Retirement Plans for Closely-Held Family Businesses
J. Schilling is pleased to announce the 55th anniversary of Profit
& Pension Planners, of New York, designers and
servicers of pension and profit-sharing plans for closely held family
businesses since 1952.
Mr. Schilling, who joined Profit &
Pension Planners in 1978, represents the third generation of
retirement planning professionals. We are a boutique firm,
concentrating in designing, installing and administering qualified
retirement plans. This is not a new product for us; this is what we
do, day in and day out, says Mr. Schilling.
Our hallmark is
loyal and consistent service. We do not seek to replace your trusted
advisors, but rather, we work together with your existing attorneys and
accountants. We save you valuable time by presenting you and your team
of professionals with a wide array of products, from multiple vendors,
to assist you in selecting the best possible product to meet your
company's unique needs.
Our typical client is a closely held
family business that has passed through two or more generations of
family members under our care. In the pension industry, where the
average turnover of service providers is five years, our typical client
relationship spans 15 to 20 years.
We are dedicated to
providing you with cutting-edge ideas and service; we monitor the
retirement plan marketplace and keep ahead of the issues facing our
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