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Company Profile
Retirement Plan Wizards has been
providing full-service employer sponsored retirement plan administration
and consulting since 1985. Retirement Plan Wizards assists employers in
the design, implementation, administration and communication of a wide
range of retirement plans. We are committed to providing these services
to our clients in a timely, accurate and cost-effective manner. |
| Our benefit professionals are dedicated to helping
employers implement retirement plans that promote corporate goals and
objectives, control costs and give employees a sense of security. |
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Retirement Plan Wizards takes the confusion out of plan administration
duties and decision making by providing our clients with the consulting
and technical expertise they need. We are committed to maintaining
effective state-of-the-art computer systems and applications for
administrative procedures which permits us to process our clients work
more efficiently and ensures the highest standards of quality.
Our People
Retirement Plan Wizards' greatest
resource is its team of experienced professionals. Our clients are
served by employees who have professional qualifications and whose
backgrounds include many years of experience in the pension and
retirement field. They are committed to providing our clients with
friendly, courteous and responsive personalized service of superior
quality.
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John Doe, FSA, MAAA, MSPA
President and Chief Actuary
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John is the founder of
Retirement Plan Wizards. He is a consulting actuary with more than
30 years of experience, including 11 years as a partner of a well
known administration firm in New York City. As chief actuary,
John's primary responsibility is to supervise plan design and
actuarial work for Retirement Plan Wizards' defined benefit plans.
John holds an MBA from the
University of Somewhere. He is a Fellow in the Society of
Actuaries, Member of the American Academy of Actuaries, a Member
of the American Society of Pension Actuaries and an Enrolled
Actuary.
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Mary Smith, CPC
Vice President Client Administration
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Mary manages plan design,
implementation and ongoing administration of Retirement Plan
Wizards' defined contribution plans including all aspects of ERISA
and Internal Revenue Code compliance. With nearly 15 years of
experience in retirement plan design, administration and
communications, she has been instrumental in improving the
administration of our clients' plans by streamlining procedures
and forms.
Mary received her paralegal
certificate from the University of Somewhere and has been awarded
the Certified Pension Consultant (CPC) designation by the American
Society of Pension Actuaries for demonstrating excellence in the
field of pension administration and consulting.
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