Personal Information
Organization / Workplace
Greater Chicago Area United States
Occupation
Experienced Retirement Plan Consultant and Administrator Working to Improve Retirement Outcomes
Industry
Finance / Banking / Insurance
Website
About
I have over 35 years experience with all aspects of qualified retirement plans. I'm a frequent contributor to business publications, and have authored and edited two books on employee benefits. I also publish our firm's Retirement Plan Blog (www.retirementplanblog.com). I provide continuing education programs for attorneys, CPAs and the financial services industry; and am a Guest Lecturer at the John Marshall School of Law L.L.M. Program in Employee Benefits.
I'm looking to develop strategic relationships with advisors and investment providers to help employees achieve better retirement income outcomes.
Contact Details