Jim is a Manager of Benefit Plans Plus. He has 11 years of experience in the retirement plan services industry. As a manager, Jim is responsible for providing annual plan administration services and technical compliance support to employers who sponsor qualified retirement plans. He also oversees the Retirement Plan Specialist group, which equates to nine direct reports. Jim’s experience includes custom plan design, developing advisor and client relationships, non-discrimination testing, contribution calculations and government reporting for qualified plans.
In addition to holding the American Society of Pension Professionals & Actuaries (ASPPA) QPA designation, Jim most notably holds the Enrolled Retirement Plan Agent (ERPA) designation, which allows him to represent clients in front of the IRS on retirement plan matters. Jim also holds a Bachelor of Science degree in Finance from the University of Missouri – Columbia.
University of Missouri - Columbia