My team and I provide Third-Party Administration, ERISA Compliance services and retirement plan consulting for over 500 qualified plans covering more than 13,000 participants with plan assets of almost $1 billion. I work with businesses of all sizes and to help make it easier to provide employees superior 401(k) and other qualified retirement plans. I work with business owners, HR professionals and plan sponsors in companies ranging from 5 to 5000 employees.
My main goal is to help clients and their staff reach the "Ultimate Next" – Retirement. We do that by providing the process and tools necessary to help plan sponsors manage administrative burdens, maximize savings, control cost and avoid the compliance risks associated with offering retirement plans. I have over 25 years of experience providing services including:
When it comes to sporting activities, I love anything that has to do with water. If has to do with the water, you can count me in!
My wife and I love to travel and when we do we gravitate to coastal destinations. Some of our favorite destinations have been in the Caribbean!