Managing Partner
CurrentIntegrated Pension Services handles all aspects of a company's retirement plan, from plan design of DB, 401(k), PS, MP, 403(b), Age-weighted, Cross-tested, Safe Harbor to documentation, employee enrollment, investment management and ongoing administration for over 200 corporations.Services provided:• Plan Design Consulting• Plan Document Preparation• Annual Fund Reviews• Employee Enrollment Meetings• Annual Reviews and Reports• Employee Education• Provider and Due Diligence Searches• Prepare Annual 5500• Complete ADP and ACP testing• Profit Sharing, QNEC calculations• Vesting, Loans and Distribution PackagesI earned the American Society of Pension Professionals and Actuaries designation of Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA), as well as received designation as Enrolled Retirement Plan Agent (ERPA). I also earned the Accredited Pension Representative (APR) designation from National Institute of Pension Administrators and Accredited Investment Fiduciary (AIF) from Fiduciary 360.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.
