RETIREMENT BENEFITS DESIGNS - Key Persons
Greg has been working with retirement benefit plans for over 20 years. Client service and integrity are his number one priority. Greg is very experienced in administration for large 401(k) and profit sharing plans, as well as conversions, preparation of various plan designs and complex contribution calculations for employers of various sizes. He has worked as a benefits consultant and third-party administrator with large benefits firms in New York and has been managing and training employees for many years.
Greg is very experienced with various recordkeeping platforms and has high technical skills and expertise in all areas of defined contribution plans, including assistance to plan sponsors with IRS audits and plan correction programs. Greg has a Bachelor of Science Degree in Mathematics and has taken various exams with the American Society for Pension Professionals and Actuaries (ASPPA).