Over 14 years serving Plan Sponsors and their employee benefit plans. Audit and consutling for single, multiple, and multiemployer (Taft-Hartley) employee benefit plans, including defined benefit and defined contribution pension plans, health and welfare plans, training funds, and other tax-exempt organizations.
In the community
International Foundation of Employee Benefit Plans - current member, occasional speaker and moderator.
Neighborhood House - Trustee and Treasurer
Resources and events
Event 10/1/2023 – 10/3/2023IFEBP 69th Annual Employee Benefits Conference