Bala-Cynwyd, Pennsylvania, United States
Karr Barth Associates / Integrated Financial Strategies, Inc. Financial Consultant Retirement Plans 1998 – Present (25 years) Bala Cynwyd, PA • Employer-Sponsored Qualified Retirement programs and individual clients with $1.6 billion in assets under advisory as of 12/31/2022 • Provide employers with consultative approach in: • Plan Design & Review • Investment Program & Selection • Recordkeeping Service Provider • Communication / Enrollment Procedures • Fiduciary Assistance Karr Barth Pension Administration Manager, Third Party Administration Firm 1994-1998 (4 years) Bala Cynwyd, PA • Manage a team of employees working daily on all administrative aspects of qualified retirement plans: • Plan Design & Documents • Quarterly & Annual Valuations • ADP / ACP Discrimination Testing • Loans, Hardships, QDRO’s, In-Service Withdrawals & Distributions • Annual 5500 Tax Filings Mid America Group Plan Consultant 1986-1994 (8 years) Philadelphia, PA • Provide retirement plan sponsors with all aspects of day-to-day qualified plan administration. • Ensure timely valuations, service requests, plan testing procedures and timely tax filings. EDUCATION/LICENSES • Spring Garden College-BS, Business Administration • University of Pennsylvania, Wharton Business School
Manage a team of employees working daily on all administrative aspects of qualified retirement plans: • Plan Design & Documents • Quarterly & Annual Valuations • ADP / ACP Discrimination Testing • Loans, Hardships, QDRO’s, In-Service Withdrawals & Distributions • Annual 5500 Tax Filings
• Provide retirement plan sponsors with all aspects of day-to-day qualified plan administration. • Ensure timely valuations, service requests, plan testing procedures and timely tax filings.