Principals
Avi Porton, FCA, EA, MSPA, QPA, QKA
Enrolled Actuary | Principal
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 more than 25 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.
Eric Wittenberg, QPA, QKA, APA, APR
Principal
Eric Wittenberg has been with the firm since 2008 and is a Member of the American Society of Pension Professionals and Actuaries and the National Institute of Pension Administrators and is an ASPPA Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) and a NIPA Accredited Pension Administrator (APA) and Accredited Pension Representative (APR). Eric is originally from New York and graduated from SUNY Geneseo in 2002 with a degree in Mathematics and has more than 20 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.