Expertise
- deferred compensation plans
- Retirement Plans
- 401k
- defined benefit
- Cash balance plans
- Target benefit plans
- ESOPS
- Profit Sharing plans
- Split Dollar plans
- key Management Retention
Summary
Trustee and/or administrator for over 500 IRS and Department of labor approved plans
Experience
-
Advanced Pension Programs, Inc
Consultant
1 - 5 Employees 1999 - Current
Education History
-
Tennessee State University
Double major in Accounting and Economics
Qualifications
I was a part time instructor at UCLA for 10 years, and the California CPA Education Foundation for 5 years on "Retirement and other employee benefit Plans".
