THE JORDAN & ASSOCIATES ADVANTAGE
Dedicated professionals offering superior service.
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
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
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
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
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
In 2013 the firm celebrates its 35th
anniversary with 21 employees
Avi and Eric join Jim and Kelly
as principals in 2015