Richard is the founding principal of ERISA Consultants. He brings over 30 years’ experience to the effective design, consulting, and management of 401(k) plans.
Richard holds a Bachelor’s of Science in Business Administration with a concentration in Banking and Finance, and a minor in mathematics. Richard is an Enrolled Agent (EA) admitted to practice before the IRS, an Accredited Investment Fiduciary Analyst (AIFA) who adheres to a strict interpretation of a fiduciary. He is also a Certified Pension Consultant (CPC), Certified Plan Fiduciary Advisor (CPFA), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA).
Richard has served as a subject matter expert to the Retirement Plan Academy on coverage testing under IRS Code §410(b) and investments. Prior to becoming co-chair of the Retirement Plan Academy, he lead a team to revise and update the investment curriculum of the Certified Pension Consultant program. He also chaired the committee tasked with revamping the curriculum of the Qualified Plan Financial Consultant (QPFC) program, a high level training program for advisors working in the qualified plan arena.