Experience

Compensation Planning Inc.

• United States
• Investment Management

• Owner

  • Sep 1977 - Present

  Our firm provides consulting, administration, and actuarial services for qualified retirement plans. We pride ourselves on quality work and being responsive to clients questions and needs. We have remained on the cutting edge of plan design techniques to enable clients to best use qualified vehicles as a way to realize their objectives. You might sponsor a 401(k) Plan, and think that it is working fine, or as fine as it can. However, you don't know what you don't know. There is really a lot… Show more Our firm provides consulting, administration, and actuarial services for qualified retirement plans. We pride ourselves on quality work and being responsive to clients questions and needs. We have remained on the cutting edge of plan design techniques to enable clients to best use qualified vehicles as a way to realize their objectives. You might sponsor a 401(k) Plan, and think that it is working fine, or as fine as it can. However, you don't know what you don't know. There is really a lot of room for creativity in the design and operation of a retirement plan. It takes knowledge and attentiveness to make a plan work in the most efficient manner. This is what we bring to our clients. Show less



Bryant University

• United States
• Higher Education
• 700 & Above Employee

• Lecturer

  • Sep 1980 - Dec 2019

  I had taught for 40 years in the Master of Science in Taxation Program at Bryant University from 1980 until 2019, when the degree program was no longer offered. I taught the course in Qualified Retirement Plans to CPAs. and other degree candidates.