Maurice D. Gordon, E.A., M.S.P.A., Principal
mgordon@pensionstrategies.com; 602-957-7101x313
Mr. Gordon has over 33 years of experience designing and implementing all types of qualified plans. Mr. Gordon is an Enrolled Actuary and certifies our defined benefit clients' funding calculations. He has developed his expertise designing custom pension plans for small employers with an emphasis on defined benefit and cross-tested plans.
Jack M. Lawless, C.P.A., A.P.M., Principal
jlawless@pensionstrategies.com; 602-957-7101x318
Mr. Lawless has over 33 years of experience designing all types of qualified plans. Mr. Lawless is a Certified Public Accountant and began his career in corporate taxation. After many years in a successful tax practice, he decided to specialize in the qualified plan area. He has developed significant expertise in innovative tax planning designs for small to medium sized employers.
Pamela A. Johnson, QPA, CPC, Principal
pjohnson@pensionstrategies.com; 602-957-7101x303
Ms. Johnson has 25 years of experience designing and administering all types of qualified plans. She has achieved her designations as a Qualified Plan Administrator and as a Certified Pension Consultant. Ms. Johnson leads the administration department for the firm and also provides expertise in complex consulting for our clients.
S. Jill Hastings, J.D., Principal
jhastings@pensionstrategies.com; 602-957-7101x333
Ms. Hastings has over 20 years of experience designing and implementing all types of qualified plans. Ms. Hastings began her career practicing law and has further developed her qualified plan expertise designing custom pension plans for small to medium sized employers.
Allen W. Jenkins, F.S.A., E.A.
ajenkins@pensionstrategies.com; 602-957-7101x321
Mr. Jenkins has been a Fellow of the Society of Actuaries for over 35 years. Mr. Jenkins has experience designing and administering all types of qualified plans. He has practiced in Dallas, TX for the last 30 years, specializing in Defined Benefit Plans for small to medium sized employers.
Sandra L. Carpenter, QPA, CPC, DC Consultant
scarpenter@pensionstrategies.com; 602-957-7101x307
Ms. Carpenter has over 25 years of experience in plan administration with an emphasis on plan document and compliance programs. She has achieved both her Qualified Pension Administrator designation and her accreditation as a Certified Pension Consultant. Ms. Carpenter leads one of our defined contribution teams and is key to providing technical defined contribution and 401(k) expertise.
Julie M. Thompson, DB Consultant
jthompson@pensionstrategies.com; 602-957-7101x305
Ms. Thompson has over 11 years of experience working with complex defined benefit plans. Ms. Thompson leads one of our defined benefit teams. Her expertise is in providing technical expertise and review of the preparation of the annual administration and actuarial valuations, annual returns, Form 5500, for our defined benefit clients.
Brian A. Wohrle, QPA, DB Consultant
bwohrle@pensionstrategies.com; 602-957-7101x329
Mr. Wohrle has over 4 years of experience working with complex defined benefit plans. He leads a team of defined benefit retirement plan specialists. He has achieved his Qualified Pension Administrator designation. Mr. Wohrle has significant expertise in the very technical issues with respect to defined benefit plan valuation and includes working with insurance in plans. He actively reviews preparation of the annual administration and actuarial valuations, annual returns, Form 5500, for our defined benefit clients.
David Schattenberg, APA, DC Consultant
dschattenberg@pensionstrategies.com; 602-957-7101x310
Mr. Schattenberg has over 9 years of experience and services all types of defined contribution and 401(k) plans. He has achieved his Accredited Pension Administrator designation and leads one of our defined contribution teams. His expertise is in annual administration, allocations, testing and annual returns and Forms 5500, for our defined contribution and 401(k) clients. Mr. Schattenberg adds significant expertise to our defined contribution team.