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My ExpertiseMy Expertise
Area(s) of expertise:
Employee Benefit Consulting
Summary of expertise:
We are experts in all aspects of employee benefit programs. Our consulting expertise in these areas includes the design, administration, compliance and investment consulting for all types of qualified retirement plans, such as 401(k), profit sharing, defined benefit and cash benefit plans. In addition, we consult regularly regarding the design, administration and rate negotiation of corporate medical and other group insurance programs. We are experts at utilizing the tax codes pertaining to employee benefit programs to reduce the overal cost of benefit programs for both employers and their employees.
Blog/Web site:
www.askpwc.com
Facebook:
https://www.facebook.com/PensionWealthCo
Awards/associations/memberships:
Past President, Mineola Lions Club, Mineola, NY (Charitable Organization) President & Co-Founder, Professional Resource Connections (Owner's-only Networking and Professional Development Group), East Williston, NY Past President & Co-Founder, Network Long Island (Professional Networking Group)
Educational background:
B.S. Business Administration & Finance - - - Hofstra University, Uniondale, NY Graduate, Chaminade High School, Mineola, NY
References:
Matthew Smith, President Standard Valuation Services, Inc., Mineola, NY 516-248-6922 Margaret Grace, CFO JRS Architect, P.C., Mineola, NY 516-294-1666 Eileen Macholl, Director of Finance & Administration Auburn Theological Seminary New York, NY 212-870-3170 Christine Lichota, Controller Adam's European Contracting, Inc., Brooklyn, NY 718-417-900
Interests:
Business Networking, Social Media, Baseball, Football, Hockey, Weightlifting, Politics, Economics, Stock Market |
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