What I do really well:
Plan compliance support. My goal is to help provide our clients with administrative compliance assistance regarding the many regulations that govern qualified retirement plans.
Why I get up in the morning:
To help plan sponsors run their plans as smoothly as possible. I want our plan sponsors to feel that when they have questions or issues, we are qualified and ready to help through the corrections. I want to provide clients with an exceptional plan administrative assistance experience.
Plans I work best with:
Plans where the sponsor feels that the retirement plan offering is a value to the employees. If the sponsor in interested in the making the plan a success, we can work through all of the operational challenges.
How I got here:
I graduated with a degree in Finance from the University of Utah. After graduation, I began working as a third-party administrator for qualified retirement plans. I spent six years learning compliance testing and administration. I was fortunate to join MRP in January 2012.
What’s hot right now:
Do 401(k) plans work? Absolutely. 401(k) plans have long been under scrutiny by some members of Congress. The problem we now face is the lack of retirement savings among American workers. Automatic features inside of 401k plans looks to be the direction law makers will head. I would not be surprised to see legislation on this topic in future years.
Who am I really:
I am a father of three wonderful children. We enjoy skiing, boating and just being together. My wife likes to decorate and I enjoy finish carpentry, so we make a pretty good team. We have lived the Salt Lake City area for the past 13 years.