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Instructions from the Expert:

PENSION QUESTIONS ONLY. DO NOT ASK ACCOUNTING OR PAYROLL QUESTIONS. Pension, profit sharing and 401(k) plan design, installation, administration and actuarial calculations; rollovers to IRAs, taxation of retirement plan distributions
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Volunteer

Allen

Expertise

Pension questions ONLY. Pension, profit sharing, and 401(k) plan design, installation, administration and actuarial services; rollovers to Individual Retirement Accounts; taxation of retirement plan distributions

Experience

Over 35years experience in the pension field

Organizations
Various actuarial organizations

Education/Credentials
MBA and various professional certifications

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