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Laurie Harmon
Senior Retirement Plan Administrator at Goldberg, Swedelson & Associates,
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Work Experience
Senior Retirement Plan Administrator
Sep 2019 - Present · 5 years and 3 months
Manager, Plan Consultant
Jan 2018 - Sep 2019 · 1 years and 8 months
Employee Benefit Resources, Inc.
Shareholder
Jan 2011 - Dec 2017 · 6 years and 11 months
Company Details
Goldberg, Swedelson & Associates, Inc. is a family owned and operated Third Party Administration firm. We have over 50 years of experience in consultation and administration of retirement plans for closely held corporations, partnerships and sole proprietorship's. We currently manage over 1,000 plans for companies in varying industries, including entertainment, sports, legal, medical, real estate, architecture and many more. Through our years of experience dealing with many regulatory authorities, we have achieved a level of competence that ensures our clients they are being properly represented before the Department of Labor and Internal Revenue Service. We retain several outside legal and actuarial experts and maintain close working relationships with all pension agencies to stay up to date on the latest pension legislation and governing laws. Our firm’s expertise and our staff’s dedication enables us to create an environment where our clients’ needs are our first priority. We take pride in helping them reach retirement goals while receiving optimal tax incentives throughout their working years. Please visit our website to learn more.
Year Founded
1965
Social Media
Linkedin
Industry
Financial Services
HQ Location
16530 Ventura Blvd Ste 401 Encino, CALIFORNIA (CA) 91436, US
Keywords
Retirement Plan DesigProfit Sharing PlansPlan Administrative ServicesCash Balance Plans401(k) Profit Sharing PlansDefined Benefit PlansRetirement Plan Consulting
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