Mr401k
My blogs
- Retirement Plan Blog for CPA's
- PDCeasyspeak for Our Retirement Plan Clients
- Retirement Plan Easy Speak
- Advisor Easy Speak
- 401(k) Cash Balance Combo Plans
- Retirement Plan Blog for CPAs
Gender | Male |
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Occupation | Retirement Plan Administration |
Location | Senior Plan Consultant, Plan Design Consultants, Inc., United States |
Introduction | MBA from the University of Kansas. High school math teacher before entering graduate school. Worked for IBM upon achieving MBA and then founded Plan Design Consultants, Inc. in 1975. Extremely active in the management of the company. Attended the University of Kansas on a golf scholarship and still play golf weekly. Have two sons (both of whom work for our company), two step-daughters and seven grandchildren. I live over the Small Craft Harbor in Santa Cruz. |
Interests | Growing our TPA firm - Plan Design Consultants, Inc. and helping investment professionals market 401(k) plans |