Owner at Apex Pension Strategies
Greater Atlanta Area
Owner at Apex Pension Strategies
Greater Atlanta Area
(Human Resources industry)
January 2006 — Present (4 years 3 months)
design, administration, compliance and consulting for qualified and non-qualified retirement plans (except for the investments) for 401(k), 403(b), 457, profit sharing, defined benefit, ESOP and all of the hybrids as well as serving as an independent trustee for qualified plans
(Human Resources industry)
February 2003 — Present (7 years 2 months)
design, administration, compliance and consulting for qualified and non-qualified retirement plans (except for the investments) for 401(k), 403(b), 457, profit sharing, defined benefit, ESOP and all of the hybrids
(Human Resources industry)
1998 — 2003 (5 years )
Directed and managed groups of pension administrators, responsible for new ESOP business, led all higher level consulting opportunities and responsible for technical interpretations and trends
(Partnership; Accounting industry)
1992 — 1999 (7 years )
Compensation & Benefits - a variety of responsibilities including defined benefit & defined contribution retirement plan administration and consulting, medical claim reviews, reasonable compensation studies
(Privately Held; Management Consulting industry)
1989 — 1992 (3 years )
valuations of very large multi-national companies; mostly working on international/expat defined benefit plans
CEBS , 1990 — 1994
1984 — 1988