Robert E. Temen
Bob has been with the company since mid 1980's
Certified CPA in California
Richard P. Kaiser
Rick has been with the company since early 2000's
Certified in New Jersey
and a Certified Financial Planner with Ameritas.
Jan has specialized in qualified plan administration, governance compliance since 1989 and has extensive experience in both the large plan and small plan markets.
She provides qualified plan compliance oversight services and comprehensive compliance review services to many large publicly traded firms. Her specialty is working with large multinational employers that have a mobile work force. She is often called up by clients and ERISA counselors to assist with forensic work, specialty testing, and historical filings.