In today’s world of advanced technology, we are able to provide these services virtually by securely accessing the Company’s software.
Experience Working With Retirement Plan Software Programs:
- Compliance, Government Forms, and Plan Documents: ASC, FTW, and Relius
- PensionPro and PensionPal Management Software
- Advanced Microsoft Excel Knowledge
Experience
Over 20 years experience in the retirement industry.
Education
ERPA designation, Juris Doctrine, Bachelor of Business Administration
Strategy
Technical expertise that saves you money!