OUR STORY

Jim Jordan started the firm in 1978 and was among the very first practitioners in the country to become an Enrolled Actuary when The Employee Retirement Income Security Act (ERISA) was enacted. Kelly Neal has been with the firm since 1991 and in 2005 became a Principal. Avi Porton has been with the firm since 2001, became an Enrolled Actuary in 2009 and became a principal in 2015. Eric Wittenberg has been with the firm since 2008 and became a principal in 2015.

We are completely independent, working closely with our client’s financial, tax, legal and payroll service providers, but with no financial affiliation with any other company or institution. Our clients include all types of businesses, including corporations, self-employed professionals, partnerships and non-profit organizations. We assist in the administration of over 800 plans ranging in size from one participant to hundreds of participants. 

Because administration of retirement plans is highly technical, we support our in-house actuaries and staff of professionals in continuing education. Each team member is trained in the law and regulations that govern qualified retirement plans. With their combined training and experience, any one of our staff can help answer your questions.

We have had the same business philosophy for over 35 years: