| Our Contact Info: |
7740 N. 16th St.
Suite 380
Phoenix, AZ 85020
Phone: (480) 563-9808
Fax: (480) 563-3724 |
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President, Enterprise Pensions,
Inc. – Josh focuses on the advanced design
and
administration of Qualified Retirement Plans for small
to mid-sized businesses. This specialty encompasses the
use of advanced non-discrimination testing and utilization
of the most current IRS regulations to continually meet
the needs of his clients.
Full-service Third Party Administrator,
with services including plan design,
legal plan documents, IRS plan approval submissions, contribution
calculations,
participant benefit statements, annual government reporting
(Form 5500 series),
participant distribution processing, and plan termination
administration. |
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Goals: |
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Understand and address clients’
needs from the first meeting to the final filing. |
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Coordinate efforts of business owners,
financial advisors, attorneys and accountants to
meet clients' needs. |
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Design each retirement plan with
maximum flexibility, to accomodate changes in a
clients' objectives. |
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Optimize the use of a Retirement
Pan as an employee attraction and retention tool,
in addition to being a Shareholder benefit. |
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Credentials: |
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Qualified Pension Administrator,
American Society of Pension Actuaries |
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Mathematics Degree, University of
Arizona |
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Vice-President, AZ Chapter of National
Institute of Pension Administrators |
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Member, Arizona Employee Benefits
Forum |
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Speaker, Western Pension and Benefits
Conference |
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