Experience

Pension Planning Consultants Inc.

• Financial Services
• 1 - 100 Employee

• Senior Consultant

  • Sep 2021 - Present

  After nearly 15 years in the industry, I'm excited to announce that I am now working with Pension Planning Consultants, Inc. PPC is a full-service Third Party Administration firm (TPA) dedicated to providing quality administration and actuarial services for our clients. We offer services for a variety of Qualified Retirement Plans, including: 401(k), 403(b), Profit Sharing, Defined Benefit, Cash Balance, 457, Multiple Employer Plans (MEPs), and more. We also provides services for Non-Qualified Retirement Plans. Show less



Pension Strategies, LLC

• Financial Services
• 1 - 100 Employee

• Senior Pension Consultant

  • Jun 2007 - Nov 2021

  Pension Strategies is an industry leader in delivering creative solutions to business challenges using retirement planning strategies. We are known throughout the industry for our professionalism, in-depth knowledge base, commitment to service and responsive solutions. At Pension Strategies, we provide invaluable counsel to our clients and industry partners. We have direct access to the latest technologies that provide real-time reporting capabilities. In addition, we have our finger on industry trends and upcoming legislation that may affect our clients' plans. Our clients and business partners expect exceptional service and Pension Strategies exceeds these expectations daily. We deliver on this promise in every interaction from our initial meeting and personlaized recommendations, to the ongoing day-to-day plan maintenance and administration. Pension Strategies' senior-level professionals are involved in our clients' plan management every day, but we know success takes an entire team. We work closely with our accountants, attorneys, investment representatives and office personnel, to create a smooth plan installation process and on-going plan execution. Our progressive, exceptional and professional business approach is why industry clients and industry leaders turn to Pension Strategies. Show less