Experience

Pollard & Associates, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Dec 2018 - Present

  Hunt Valley, MD Pollard & Associates, Inc. specializes in retirement plan design, administration, compliance, and actuarial services. We help plan sponsors establish and maintain the best retirement plan(s) to meet their goals and objectives in collaboration with their financial advisors and CPAs. Since 1970, we have built our reputation as one of the area’s premier Third-Party Administrators by diligently serving our clients in the Greater Baltimore, Washington, and Maryland/Delaware Eastern Shore communities… Show more Pollard & Associates, Inc. specializes in retirement plan design, administration, compliance, and actuarial services. We help plan sponsors establish and maintain the best retirement plan(s) to meet their goals and objectives in collaboration with their financial advisors and CPAs. Since 1970, we have built our reputation as one of the area’s premier Third-Party Administrators by diligently serving our clients in the Greater Baltimore, Washington, and Maryland/Delaware Eastern Shore communities with high-level technical expertise and our commitment to service. We currently service over 800 retirement plans with a staff of 20 consultants, administrators, and actuaries. Our clients range from one-person Solo(k) and Defined Benefit (DB) Plans to 401(k) plans of all sizes, combo 401(k) and Cash Balance arrangements, and large, frozen DB Plans.

• Pension Administrator

  • Aug 2009 - Dec 2018



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Analyst

  • Jun 2007 - Jun 2009