PRINCIPALS

 
  • Jim Jordan
  • Kelly Neal
  • Avi Porton
  • Eric Wittenberg
Jim Jordan

MSPA, MAAA

Enrolled Actuary

Founder and President

Jim Jordan

Jim Jordan became an Enrolled Actuary in the initial enrollment of actuaries following the enactment of ERISA (Employee Retirement Income Security Act of 1974). He started the firm in 1978. He is a Member of the American Academy of Actuaries, a Member of the American Society of Pension Professionals and Actuaries (ASPPA) and a Member of the ASPPA College of Pension Actuaries. Jim is a Sonoma County native who graduated from Sonoma State College in 1970 and has more than 45 years of qualified retirement plan experience. Mr. Jordan is the President of Jordan & Associates Retirement Services.

CPC, QPA, QKA

Enrolled Retirement Plan Agent

Chief Financial Officer

Kelly Neal

Kelly Neal has been with the firm since 1991 and became a principal in 2005. She is an Enrolled Retirement Plan Agent (ERPA) authorized to represent clients before the Internal Revenue Service with respect to qualified plan matters, is a Member of the American Society of Pension Professionals and Actuaries and the National Institute of Pension Administrators, and is an American Society of Pension Professionals and Actuaries Certified Pension Consultant, Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA). Kelly is a Sonoma County native and has more than 25 years of qualified retirement plan experience and is the Chief Financial Officer and Corporate Secretary of Jordan & Associates Retirement Services.

MSPA, OPA, QKA

Enrolled Actuary

Pension Services Director

Avi Porton

Avi Porton has been with the firm since 2001, and is an Enrolled Actuary authorized to represent clients before the Internal Revenue Service with respect to qualified plan matters, is a Member of the American Society of Pension Professionals and Actuaries College of Pension Actuaries and is an ASPPA Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) with 19 years of qualified retirement plan experience. In addition to working with existing clients and providing general consultation services, Avi does plan design consultation and actuarial calculations for existing clients as well as other businesses considering implementation of a defined benefit pension plan.

QPA, QKA

Director of Client Development

Eric Wittenberg

Eric Wittenberg has been with the firm since 2008 and is a Member of the American Society of Pension Professionals and Actuaries and is an ASPPA Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) with 15 years of qualified retirement plan experience. In addition to working with existing clients and providing plan design and general consultation services, Eric leads the firm’s new business and client retention activities.