Compensation Planning Inc. - Company Profile

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Company Profile

Compensation Planning Inc. has been providing full-service employer sponsored retirement plan administration and consulting since 1977. Compensation Planning Inc. assists employers in the design, implementation, administration and communication of a wide range of retirement plans. We are committed to providing these services to our clients in a timely, accurate and cost-effective manner.

We have always been design oriented, with the aim of helping our clients best capitalize on the latest laws to best meet their retirement plan objectives. The annual review of your plan is not only to insure compliance, but also to explore alternatives for enhancing the current plan design features.

Compensation Planning Inc. Office

Our benefit professionals are dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security.

Compensation Planning Inc. takes the confusion out of plan administration duties and decision making by providing our clients with the consulting and technical expertise they need. We are committed to maintaining effective state-of-the-art computer systems and applications for administrative procedures which permits us to process our clients work more efficiently and ensures the highest standards of quality.

Our staff is available to our clients and their financial advisors to respond to questions in operation of their plan. Often, with more sophisticated plan formulas that we use for our clients, there is need for significant dialogue among all the parties to be sure the plan operates effectively in achieving a client’s goals.

The greatest resource for Compensation Planning Inc. is our team of experienced professionals. Our clients are served by associates who average more than fifteen years of experience in the pension and retirement field. They are committed to providing our clients with friendly, courteous and responsive personalized service of superior quality. We think our clients get the best service and it is our intent to see that this is a reality.

Jeffrey A. Brown, JD, LLM, QPA

President

Jeff is the founder of Compensation Planning Inc. He is a tax attorney by training with more than 30 years of experience in the Qualified Plan area. Jeff is a Summa Cum Laude, Phi Beta Kappa graduate of Princeton University. He holds both a Law Degree and Master of Law in Taxation from Boston University Law School.

Jeff has been on the adjunct faculty at Bryant College Graduate School since 1980, where he has taught in the Master of Science in Taxation Program. He has also taught the Retirement Planning course for the Certified Financial Planner designation which is managed by the Executive Development Center. Jeff is a frequent lecturer for continuing education for industry groups, including the R.I. Society of CPAs, the National Association of Insurance and Financial Advisors, and the Financial Planning Association.