Service backed by experience and expertise.
Everyone at Prime Pensions, from management to our entire team of highly educated staff and in-house actuaries, is committed to helping clients reach their retirement goals. For over 45 years, we’ve delivered thoughtful, personalized service to employers and advisors in organizations of all sizes.
Service backed by experience and expertise.
Everyone at Prime Pensions, from management to our entire team of highly educated staff and in-house actuaries, is committed to helping clients reach their retirement goals. For over 45 years, we’ve delivered thoughtful, personalized service to employers and advisors in organizations of all sizes.
Distinguished memberships
Distinguished memberships
Our culture puts you first
There are reasons thousands of companies have trusted Prime Pensions as their retirement plan partner over the years.
More responsive
Employers and advisors can trust Prime Pensions to respond quickly with accurate answers and advice. Professional service, on a timely basis, is our highest priority.
More knowledgeable
Our team stays abreast of ever-changing pension laws and regulations. And our actuaries each have 10 to 40+ years of experience making them well versed in all aspects of retirement plan administration.
Reasonable fees
Our fees are based upon the type of plan and the number of plan participants, and are completely independent from the level of plan assets.
The Prime Pensions management team
Meet the people who stand behind the reputation of Prime Pensions.
Mark Cantin
Chief Executive Officer
Scott Feit
CPC, CPA, QPA, QKA, QKC, ERPA
Founder & President
Scott Feit, Principal, Founder and CEO of Prime Pensions, has over 25 years of experience as a pension consultant, designing, implementing and administering thousands of corporate retirement plans. Scott is a member of the American Society of Pension Professionals & Actuaries (ASPPA), he is a Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Consultant (QKC) and a Qualified 401(k) Administrator (QKA).
Scott is also an Enrolled Retirement Plan Agent (ERPA). As an Enrolled Retirement Plan Agent, Scott is allowed to represent companies before the Internal Revenue Service on retirement plan matters. Scott has written and published several articles on various retirement plan topics and he has lectured extensively on 401(k), profit sharing and pension plans. Scott worked as a CPA in the early 90’s with Arthur Andersen after graduating from Bucknell University with an accounting degree.
Tim Mathews
Chief Financial Officer
Tim Mathews joined Prime Pensions in 2024 as the Chief Financial Officer. He brings 25+ years of financial expertise and industry experience including prior leadership roles with Johnson & Johnson, Newport Group, and HealthComp. Tim oversees PPI’s Finance and Accounting functions and is focused on implementing best practices to PPI’s financial operations as well as driving effective business decision-making through robust analytics. In addition, Tim brings experience in several areas including M&A, pricing, and FP&A process transformation.
Tim is a graduate of the University of California, San Diego and holds an MBA from Duke University’s Fuqua School of Business.
Rucelle Dizon
Chief Strategy & Development Officer
Rucelle Dizon is the Chief Corporate Development Officer at Prime Pensions Inc. In her role, Rucelle is responsible for driving the development and execution of inorganic growth strategies. Rucelle has 25 years of experience leading strategic acquisitions across Human Capital Management, Industrials and Market Research companies. Rucelle is a frequent Guest Lecturer at Rutgers Business School.
Most recently, Rucelle was Head of M&A + Strategic Partnerships at Circana. Prior to Circana, Rucelle led M&A activity for TE’s ~$4.0bn Industrials Segment. During her career at TE, Rucelle deployed ~$0.5bn in capital for strategic acquisitions across the Aerospace & Defense, Industrials and Medical business units. Prior to TE, Rucelle spent ~10 years in ADP’s Corporate M&A group where she deployed $1.5bn of capital on acquisitions, led a $2.0bn spin-off of ADP’s dealer services business and divested half a dozen companies which generated $0.5bn+ of capital to shareholders.
Rucelle began her career as an investment banker focused on the Telecom, Media and Technology industry at JPMorgan and Credit Suisse where she worked on a wide range of transactions including, acquisitions, divestitures, restructuring as well as equity and debt financing.
Rucelle holds an MBA from the Columbia Business School and a B.S. in Finance and Information Systems from New York University’s Stern School of Business.
Karthik Mohan
Chief Operating Officer
Karthik Mohan serves as the Chief Operating Officer at Prime Pensions Inc., where he oversees and enhances daily operational management, ensuring the efficient and compliant administration of retirement plans, along with management of mergers and acquisitions integration. He brings more than 23 years of comprehensive financial services experience in the insurance sector, having held multiple leadership positions at Helmsman Management Services LLC, Ironshore, Simply Business, and Liberty Mutual. Throughout his career, Karthik has cultivated a strong expertise in operational excellence, strategic planning, technology, risk management and compliance, sales, distribution, partnerships, marketing, and customer service.
He holds a Master of Business Administration from Villanova University and a Master of Science in Computer Science from the University of Texas at Dallas. Karthik is also a Chartered Property Casualty Underwriter (CPCU) and maintains resident individual producer licenses in Massachusetts for Property, Casualty, Accident & Health, and Life insurance lines.
Residing in Ashland, MA, Karthik enjoys spending time with his wife and two sons. His hobbies include kayaking, golfing, hiking, traveling, carpentry, and staying up to date with the latest technology.
Jeffrey Daby
Managing Director, Prime Pensions Inc
Jeff joined Associated Pension Consultants (APC) as a Consultant in 2007 after several years in the retirement plan business prior. He earned his Bachelor of Science degree from the University of California, Los Angeles in 1999.
Jeff focuses on cultivating new business opportunities and enjoys educating clients and financial professionals about the intricacies of plan design, tax planning strategies, and their integration with successful business development. He maintains a high-touch service model that’s both efficient and fosters close relationships. Jeff regularly provides training to professionals in the tax preparation and financial advice sectors.
Jeff resides in Shingle Springs, CA with his wife, Leahe, and sons, Gavin and Austin. He is a passionate outdoorsman, with particular interests in hunting, fishing, and water sports.
Marc M. Roberts
ERPA, APR
Director, Prime Pensions Inc
Marc M. Roberts joined Associated Pension Consultants (APC) in 1983, now managing the firm in Sacramento, CA. He completed undergraduate studies in Economics at the University of California, Davis and earned a Master’s Degree in Finance from California State University, Sacramento.
Marc is an Affiliate Member of the American Society of Pension Professionals & Actuaries (ASPPA), and formerly served on the Board of Directors of the Western Pension and Benefits Conference (WP&BC).
Marc is past Chairman and a founding member of the American Institute of Retirement Education (AIRE). He has met with members of Congress and consulted with numerous Federal Agencies to provide insight regarding issues relating to small business retirement plans. Mr. Roberts is currently sits on the ASPPA Government Affairs Committee.
Heidi Bigley
ERPA, CPC
Managing Partner, Prime Pensions Northwest, LLC
Heidi is a Managing Partner for Prime Pensions, Inc.
Heidi has over 20 years of experience as a Retirement Plan Consultant, providing design, implementation, administration, plan governance, fiduciary oversight, audit representation, and personalized consulting services to businesses sponsoring defined contribution plans.
She has a deeply technical background, with extensive experience working with complex plan designs, applying unique compliance testing strategies, as well as identifying and resolving challenging compliance issues, earning a reputation for high-touch service and technical expertise.
Heidi enjoys building relationships with her clients as well as developing and supporting an exceptionally talented team. Heidi is a graduate of Oregon State University and resides in the Pacific Northwest with her husband and son.
David Strom
QKA, QKC, QPA
Managing Director, Prime Pensions Inc
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.
Dave Kobrine
ASA, MAAA, EA
Regional Sales Director & Actuary, Prime Pensions Inc
David Kobrine is a Regional Sales Director & Actuary for Prime Pensions, Inc.
His primary responsibilities include plan consulting, design, implementation and new business development.David is an actuary with over 30 years experience in all types of qualified plans, including defined benefit pension, cash balance, money purchase pension, 401(k), profit sharing and employee stock ownership plans. A graduate of the University of California, Los Angeles, David holds a B.A. degree in Mathematics. He is an Associate of the Society of Actuaries, Member of the American Academy of Actuaries, Member of the American Society of Pension Professionals and Actuaries and is an Enrolled Actuary. David is a frequent speaker at industry related seminars and workshops and has been an instructor for the American Society of Pension Professionals and Actuaries
Martin Smith
FCA, ASA, EA, MSEA
Managing Director & Actuary, Prime Pensions Inc
Martin is a Managing Director & Actuary for Prime Pensions, Inc.
With over 40 years’ experience in the retirement plan industry, Martin is particularly skilled in Cash Balance / Defined Benefit and 401(k) combination plans. His focus is the development of new business and strategic partnerships for the firm, client consulting, and complex plan design. Marting has been a frequent speaker to CPA’s, Financial Advisors, and Attorneys..
Martin has been a business owner and was a Licensed Financial Advisor for several years, giving him a unique perspective on what small business owners are trying to accomplish.
Martin graduated Magna Cum Laude with Degrees in Mathematics and Economics. He also holds industry designations as a Fellow of the Conference of Consulting Actuaries (FCA), an Associate of the Society of Actuaries (ASA), he is an Enrolled Actuary (EA), and is a Member of the American Academy of Actuaries (MAAA).
He has served on the Education and Examination committee for the National Institute of Pension Administrators (NIPA), and currently serves on the Governmental Affairs Committee (GAC) of the American Society of Pension Professionals and Actuaries (ASPPA).
Debbie Smith
APA
Managing Director, Prime Pensions Inc
Debbie has nearly 40 years of experience in the retirement plan industry encompassing all facets of retirement plan administration and firm management Her specialties include personnel management and career development, financial modeling and forecasting, workflow and CRM data base development, profitability analysis, and management of strategic partnerships. In her role, she is primarily focused on client consulting, sophisticated plan design, and all aspects of retirement plan operations.
Debbie has considerable experience working on large, national/multi-location/audited plans. Debbie also spent many years of her career working in the daily valuation/recordkeeping environment where she was tasked with managing the relationships and administration of the firms’ largest clients.
Debbie has earned industry designations through the National Institute of Pension Administrators (NIPA) and the American Society of Pension Professionals and Actuaries (ASPPA).
Bob Presberg
EA, MSEA
Managing Partner & Actuary, Prime Pensions Inc
Bob founded Presberg Pensions, Inc. in January of 2003 after being associated with several prior firms in the industry. A graduate from Boston University with a B.S.
in Mathematics Education and Statistics, he began his actuarial career at New England Mutual Life Insurance company in Boston. He loves solving problems and fostering long-term relationships with clients and advisors.
Bob directs the development of new business, providing potential clients
with creative pension strategies to owners and key employees. Presberg Pensions has been fortunate to have maintained a dedicated staff of pension professionals full of passion and
integrity over its 23-year history. Bob maintains his enrolled actuary’s designation and is a member of The Society of Enrolled Actuaries (MSEA). Moving to California in 1983, he met his future wife, Donna and started his family. He and his wife recently became proud grandparents to a gorgeous baby girl, Ellie Rose. Bob now enjoys spending time in Lake Tahoe, skiing, hiking and admiring the beautiful surroundings.
Bill Raymond
Managing Partner, Prime Pensions Inc
Bill has been working with tax-qualified plans since 2003, overseeing all aspects of plan administration to ensure accuracy, timeliness, and smooth operations. As the primary administrator, he also manages the organization’s overall operations, keeping processes on track and efficient.
Bill is an Accredited Pension Administrator (APA) through the National Institute of Pension Administrators (NIPA) and holds a Bachelor of Science in Accounting from Brigham Young University. Additionally, he is a licensed Certified Public Accountant (CPA).
Bill resides in Mesa, AZ, with his family.
Tim Raymond
Managing Partner, Prime Pensions Inc
Tim has been working with tax-qualified plans since 1999, offering clients a wealth of expertise and a pleasant, professional service. His primary responsibility is to develop new business for the firm, while also overseeing the ongoing administration for several clients.
Tim is an Accredited Pension Administrator (APA) through the National Institute of Pension Administrators (NIPA). He holds a Bachelor of Science in Business Administration from the University of Phoenix, as well as a Master of Administration in Leadership from Northern Arizona University.
Tim resides in Gilbert, AZ, with his family.
Join our team
Providing a higher tier of service requires a higher standard of employee. Join Prime Pensions and work in a collaborative, performance-driven environment.
Join our team
Providing a higher tier of service requires a higher standard of employee. Join Prime Pensions and work in a collaborative, performance-driven environment.