Our company has been a client of Estate and Pension Advisory board for over 10 years. We highly recommend the services offered by the firm. Their attention to detail and knowledge of our plan have greatly assisted in keeping us on track and in compliance. The team at EPAB are friendly and extremely helpful. They are always ready to assist and are willing to go the extra mile for us.
They pride themselves in the quality of their work and keep current with the industry standards and regulations. EPAB has consistently provided us with excellent service. We appreciate their commitment to our company.
My company has worked with Estate & Pension Advisory Board (EPAB) as an advisor for our Profit Sharing Plan for many years. I have had the pleasure of working directly with Jo-Ann and her team for the past 5+ years. They know our plan very well and can quickly provide guidance when we have questions and they keep us up-to-date on changing regulatory matters. They coordinate with our plan counsel and auditors seamlessly. I am always fully confident that I will receive a superior level of service and professionalism in my interactions with EPAB.
Estate and Pension Advisory Board, along with its owner Jo-Ann Massanova, has been our third-party administrator for many years. They have always provided sound, practical advice in an area that we, as business owners, may not have expertise. I think most importantly, they stand behind their work, are willing to admit if there is a problem, and always give value for their fees. They are a pleasure to work with.
It is with great pleasure that I recommend Jo-Ann Massanova and her company Estate and Pension Advisory Board as a valuable resource.
Her varied and expert experience has positively impacted our organization. Jo-Ann not only has vast knowledge, but her patience with explanations cannot be surpassed. I highly recommend her and her company without reservation!
Please be advised that our firm has had a professional relationship with Estate & Pension Advisory Board of Cherry Hill,
New Jersey for over twenty (20) years.
In our experience, we have found the company and its employees to be extremely knowledgeable in their field of expertise, very easy to work with, and highly professional.
We would strongly recommend the services provided by Estate & Pension Advisory Board to those who strive to deal with an outstanding firm for all of their pension requirements.