by ktucker | May 28, 2019
Mark has more than 30 years of experience in all aspects of tax-qualified plans, including design, plan documents, compliance, sales, marketing, and administration. As a Manager in the firm’s Retirement Plan Services Department, his responsibilities include qualified...
by ktucker | May 28, 2019
Chuck has 35 years of experience in qualified retirement plans, specializing in plan design, plan documents, compliance, sales, marketing, and administration. As a key member of the Retirement Plan Services Department, Chuck’s responsibilities include managing...
by ktucker | May 28, 2019
As the firm’s Director of Retirement Plan Services, Terry provides overall leadership and guidance to the Retirement Plan Services practice, which actively delivers plan consulting and third-party administration to over 400 clients. With 25 years of experience,...