Jordan & Associates Retirement Services
Dedicated to meeting the needs of our clients
Advisors
High quality solutions require a partner whose business is retirement. Jordan & Associates can help you, the the Financial Advisor, CPA or Attorney, to design a plan that meets the specific benefits and needs of each client.
Employers
Our clients include all types of businesses, including corporations, self-employed individuals, partnerships and non-profit organizations. A good retirement plan requires careful thought and planning. Jordan & Associates will design a plan to meet your unique business model and goals.
Employees
Jordan & Associates will prepare participant statements and other participant related disclosures that Plan Sponsors must provide under Department of Labor and IRS regulations. In addition, we offer employee/participant communication services upon Employer request and we can also provide participant enrollment meeting services on location.
Jordan & Associates Retirement Services
Dedicated to meeting the needs of our clients
Title
In 1974 ERISA is enacted to make retirement plans more accessible to small business owners.
Jim Jordan earns Enrolled Actuary credentials in the 1976 initial enrollment period, starts the firm 2 years later.
Title
Small and mid-size businesses embrace qualified plans, making planning and saving for retirement available to most American workers.
The firm grows from 2 employees in 1980 to 14 in 1990.
Title
In 1991 Kelly Neal comes to the firm, becomes
a principal in 2005.
GUST combines 4 regulations which, in part, adds safe harbor 401(k) and increases nondiscrimination testing flexibility in many ways.
Title
In 2001 EGTRRA increases almost all contribution limits, making retirement plans practical for more business types and sizes.
Avi Porton joins the firm in 2001, earns Enrolled Actuary credentials in 2009.
Title
In 2006 PPA makes ROTH after tax contribution and rollover options available to 401(k) plans.
Eric Wittenberg joins the firm in 2008, heads up sales and marketing in 2011.
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In 2013 the firm celebrates its 35th anniversary with 21 employees.
Avi and Eric join Jim and Kelly as principals in 2015.
Jordan & Associates Retirement Services has been taking care of the firm’s retirement plan needs for over a decade. The level of service, knowledge and helpfulness has been, and continues to be, of the highest level. The retirement plan world is an ever changing and increasingly complex one, and it is comforting to know that we are in good hands. They are simply the best.
Richard W. Abbey—Abbey , Weitzenberg, Warren & Emery
