What is a Professional Plan Consultant™? 

A Professional Plan Consultant™ (PPC™) is a service provider professional that has gone through courses and learned the framework for managing a successful and compliant 401(k) plan. As a professional who has received the official PPC™ Designation, the service provider has an in-depth knowledge of ERISA requirements for employer-sponsored retirement plans and the ability to carry out plan services.

A PPC™ has studied the evolving role of the retirement plan advisor, how to define plan success, fiduciary roles and responsibilities, investment selection and monitoring, service provider due diligence, participant communications, plan administration issues, and how to implement a prudent decision-making process.

With this knowledge, a PPC™ can help retirement plan sponsors navigate the legal and regulatory landscape, implement an efficient process for plan administration, and help plan participants and beneficiaries achieve their retirement goals. Clients and prospects can trust that the PPC™ Designation means the provider has the knowledge and the ability to provide these services at the highest level of excellence.