PENSION PLAN PROFESSIONALS IS
NOW PART OF BATES & COMPANY!
We are pleased to announce our expanded presence and
Client base in Florida, with the addition of our office in
Jacksonville. Bates & Company is excited to enter the
Jacksonville market and to service and grow the business
Pension Plan Professionals, Inc.
"Personalized Integrity & Professional Excellence"
With over 120 years of combined experience in the Retirement Plan
Administration field, the Orlando-based Bates & Company, Inc. team is dedicated
to providing all of our customers with the highest standard of professional
expertise and customer service. We pride ourselves in our years of experience in
employee benefits and our ability to handle complex issues quickly, competently
Our mission is to design and administer the retirement program best suited to
meet the needs of your business. Our goal is to continue our hands-on, personal
attention to each of our clients, while providing the highest quality of
technical support and professional consulting. We are not just an 800 number -
we are names and faces that visit clients often and offer support with any
questions or concerns, and we are eager and willing to roll up our sleeves to
help get the job done.
"We build long-term relationships with those we serve!"
Our clientele continues to grow almost solely on the recommendations of our
clients and other professional contacts. Most of our clients are located in the
state of Florida, with many being in the Central Florida region; they are
medical professionals, lawyers and accountants, as well as many small to
mid-sized companies representing all types of businesses in the area. Most are
401(k) or Profit Sharing Plans that have 250 or fewer employees that benefit
from the personal attention and plan knowledge of their own Account Manager
within our Bates & Company team.