Alliance Benefit Group Carolinas, LLC.

Region(s) Served: North & South Carolina

A lifelong resident of North Carolina, Jim graduated from The McCallie School and the University of North Carolina with a BS in Economics. He started his career with Jefferson Pilot Life Insurance Company, focusing on employee benefits and estate planning, attaining the CLU designation in 1978.

In 1981, he formed J.T. Comer & Associates, Inc. as a pension administration and actuarial firm headquartered in Gastonia. His organization was sold to The Dun & Bradstreet Corporation in 1986 and Jim continued to run that organization and grow it to serve over 7,600 retirement plans throughout the United States with nine offices.

In 2001, Jim purchased the pension administration division of Cherry, Bekaert & Holland CPA’s, forming CBH Pensions, Inc. In 2008, CBH Pensions, Inc. joined Alliance Benefit Group National and became ABG Carolinas, LLC. He is President of this organization which services clients throughout the Southeast in the actuarial, benefit consulting and retirement plan service area.

Jim lives in Gastonia with his wife Anne. They have two children.

or call 877-TPA-7565 (877-872-7565).

EJ Reynolds Inc.

Region(s) Served: Florida

In today’s competitive workplace, employee benefit programs are emerging as the key solution to attracting and retaining vital employees. From broad-based retirement savings plans to elaborate executive compensation arrangements, leading corporations are turning to retirement plan consultants to help them create successful benefit-related programs.

As a second generation consulting firm, EJReynolds, Inc. has provided administrative services for companies with 1 to well over 15,000 employees, since 1983. We do not sell investment products, and work in strategic partnership with advisors to develop mutually beneficial engagements. Our diverse client portfolio ranges from doctors and lawyers to employee leasing organizations and professional sports teams. Our services cover a full range of qualified retirement plans, including defined benefit, 401(k), money purchase, profit sharing, cash balance, target benefit and employee stock ownership plans.

We work closely with our clients and their advisors to provide them with customized plans designed to fit their specific needs from the development and drafting of the plan to its ultimate wind-down and termination. Our experienced team of professionals assists in every aspect of the plan. Each plan is assigned an administrator, not a number. We offer the highest level of service in the qualified retirement plan industry. We are experts in what we do and have a track record of success to prove it.

Kevin Reynolds is President and a shareholder of EJReynolds, Inc. He began his career as an assistant plan administrator with the qualified plan division of Mutual Benefit Life in Miami. After receiving a Bachelor of Business Administration in Finance from Florida International University in Miami, he worked as a programming consultant with Financial Data Planning Corp. After five years at FDP and two years as a Senior Benefits Consultant with Deloitte & Touche, he joined the family business in 1991.

Kevin holds the designations of Certified Pension Consultant, Qualified Pension Administrator and Qualified 401(k) Plan Administrator from the American Society of Pension Professionals and Actuaries (ASPPA).

or call 877-TPA-7565 (877-872-7565).

ERAS, LLC

Region(s) Served: Kentucky, Southern Ohio, West Virginia

ERAS, LLC d/b/a Benefits Administrators has been in business since 1995 and currently serves over 400 clients. We specialize in plan design, consulting and recordkeeping services, as well as plan documents and assistance with Internal Revenue Service and Department of Labor remedial programs. Our independence and our fee-for-service billing practice permit us to work with many different investment managers, brokerage firms, trust companies, banks and plan sponsors to insure the best possible retirement plan and plan service.

We offer assistance with qualified and nonqualified retirement plans, as well as cafeteria, flexible benefit plans, health reimbursement arrangements, and plans maintained pursuant to collective bargaining agreements and prevailing wage plans.

We currently have ten employees. Our Retirement Plan Coordinators utilize the training programs provided by the American Society of Pension Professionals and Actuaries (“ASPPA”) and they attend the quarterly user group meetings presented by Sungard Corbel.

A. Michael Marx is the Chief Operating Officer of ERAS. He graduated from the University of Kentucky College of Law in 1986 and has practiced in the employee benefits area since that time. Michael is admitted to practice in the Commonwealth of Kentucky. He is a member of the International Foundation of Employee Benefit Plans and the National Center for Employee Ownership and an associate professional member of the American Society of Pension Professionals and Actuaries. Michael has earned the Accredited Investment Fiduciary Analyst professional designation awarded by the Center for Fiduciary Studies which is associated with the University of Pittsburgh.

Leslie A. O'Bryan is the Office Manager of ERAS and a Senior Retirement Plan Coordinator. She graduated from Asbury College with an emphasis in Business Management. Leslie provides services for a group of our clients and has responsibility for internal management of our Retirement Plan Coordinators and the workflow for their clients. She has earned the ASPPA designation of Qualified 401(k) Administrator (“QKA”).

or call 877-TPA-7565 (877-872-7565).

Goodman & Company Retirement Plan Services

Region(s) Served: Virginia, Maryland / DC

Founded in Norfolk, Virginia in 1932, Goodman & Company has grown to become the 28th largest CPA firm in the country with over 500 employees and 85 partners. Headquartered in Norfolk, Virginia, we have eight other offices throughout Virginia and Maryland. Goodman & Company’s Retirement Plan Services division offers consulting and compliance services related to the design, implementation and administration of qualified retirement plans, primarily 401(k) profit sharing plans.

In 1985 Goodman & Company established its Retirement Plan Services division (RPS) to primarily serve its existing accounting and auditing clients but quickly expanded to offer third party plan administration services to non-CPA clients as well.

We consider our forte to be making sophisticated plan design and high quality consulting and compliance services available to the small business owner on an easy and affordable basis when teamed with a state of the art investment and recordkeeping platform. We employ all of the major plan design techniques that ensure the client’s objectives are met.

RPS is currently operated by three CPA partners, John Peterson, Gary Kitts and Iris Dodson and has grown to become what we believe to be the largest TPA practice based in Virginia, currently serving over 1,200 plans.

or call 877-TPA-7565 (877-872-7565).

Pension Financial Services, Inc.

Region(s) Served: Georgia

Incorporated in 1982, Pension Financial Services brings the highest caliber actuarial and retirement planning services to over 950 clients in the southeast. Knowing that "interest today creates tomorrow," Pension Financial Services strives to help each company we serve offer the right retirement plans to its employees, coupled with our strong administration services.

Pension Financial Services administers most types of retirement plans, including profit sharing (with and without 401(k) features) Employee Stock Ownership, Age-Based Defined Contribution, Super Integrated and New Comparability, 457 and 401(a) Governmental Plans and 403(b) Non-Profit Plans.

Our extensive experience with the design of qualified plans allows us to provide our clients with cutting-edge plan design techniques. These techniques take full advantage of the flexibilities in the qualified plan laws and regulations in order to meet our clients' retirement plan goals.

Our growth through the 1980’s and 90’s allowed us to establish an employee base with a great depth of knowledge and experience. This expertise, in turn, enabled us to successfully deliver actuarial services and retirement plan administration to hundreds of companies. Today with a staff of more than 30 employees, Pension Financial Services is one of the largest regional qualified retirement plan consulting and administration firms in Georgia. We're recognized in the financial industry for delivering excellence. In fact, we are one of 28 firms in the U.S. recognized as a "preferred provider" of retirement savings plans by the American Institute of Certified Public Accountants (AICPA).

or call 877-TPA-7565 (877-872-7565).