Managing Director QKA, QKC, QPA
David is a Managing Director for Prime Pensions, Inc.
David endeavors to provide high quality, cost-effective services for our clients. He is a creative retirement plan expert who designs, consults and administers qualified retirement plans for profitable businesses and non-profit organizations of all sizes. He specializes in cash balance plans and pension plans to provide for enhanced tax-deferred retirement contributions for partners and shareholders of closely held firms.
David communicates the complex technical rules of qualified plans in an understandable and down to earth way to put his clients at ease. David is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and has the Qualified Plan Administrator (QPA), Qualified 401(k) Administrator (QKA), and the Qualified 401(k) Consultant (QKC) designations.
He attended UCLA where he graduated summa cum laude.