Jim is an Enrolled Retirement Plan Agent, enrolled to practice before and represent clients with the IRS on all retirement plan matters. Since 1991 he has held a Qualified Pension Administrator designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Jim began his retirement plan administration career in 1980 when he joined Pacific Mutual Life Insurance Company. In 1984 he and Peter Stephan founded The Pension Group, Inc. here in Orange County, California. The Pension Group staff administered over 2,000 retirement plans, working closely with clients and advisors in adapting the plans over the years to meet the evolving needs of its clients and the ever-changing demands of tax and labor law governing these plans. Jim and Peter sold the firm to United Retirement Plan Consultants in 2008 and Jim joined EGPS in 2015. Jim has a BA in Economics from UC Irvine and an MBA from California State University Fullerton.