Our consultants first began consulting with clients and their financial advisors, accountants, attorneys and other trusted advisors about their retirement plan needs more than 20 years ago, and have established thousands of plans of virtually all types and sizes during their careers.
We've seen many changes during those years, but one thing hasn't changed: our commitment to provide the highest level of service and integrity.
Lawrence Newhouse, QKA® - Managing Partner
Larry has more than 15 years experience in retirement plan administration with a focus on small to medium sized defined contribution plans including profit sharing, 401(k), and money purchase plans. His skills and responsibilities include non-discrimination testing, Form 5500 preparation, allocation of employer profit sharing and matching contributions, plan document preparation and plan design. Credentials include a QKA® (Qualified 401(k) Administrator) from ASPPA (American Society of Pension Professionals & Actuaries).
Eric Suhr, CRPC® - Managing Partner
Eric began working with qualified retirement plans in 1986 and has been involved with pension consulting and third party pension administration since 2000. To date he has established more than 1,000 plans for clients throughout the United States. His focus is on the intelligent design of Profit Sharing/401(k) and Defined Benefit plans, a process involving in-depth fact finding with the clients and their financial-, tax- and legal advisors to ensure that the plan is appropriate for the clients, their businesses and their employees.
Eric earned the CFP® (Certified Financial Planner) designation in 1989 and the CRPC® (Chartered Retirement Planning Counselor) designation in 2000 from the College for Financial Planning. He has been a featured speaker for accountants, small-business groups, Chambers of Commerce, investment firms and insurance agencies on subjects related to retirement plan design and administration and changing tax legislation.