NPPG PLAN Professionals, LLC
SEC RegisteredYour Needs. Our Experts.™
About the firm
National Professional Planning Group, Inc. (NPPG) is more than a service provider or broker. They operate as a trusted partner dedicated to helping clients achieve better business performance and financial results, offering corporate employee benefit and retirement planning solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Employee benefits navigation, qualified retirement plan design and administration, actuarial consulting for financial, insurance and pension-related decisions, fiduciary services, Pooled Employer Plans/Pooled Plan Provider (PEP/PPP), and investment services.
Who they serve
Corporate clients seeking employee benefit and retirement planning solutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Charitable Organizations | 64 | $6.3B |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NPPG PLAN Professionals, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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