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Our Contact Info:

P.O. Box 15583
Phoenix, AZ 85060-5583

Phone: (480) 563-9808
Fax: (480) 563-3724



  President, Enterprise Pensions, Inc. – Josh focuses on the advanced design and administration of Qualified Retirement Plans for small to mid-sized businesses. This specialty encompasses the use of advanced non-discrimination testing and utilization of the most current IRS regulations to continually meet the needs of his clients.

Full-service Third Party Administrator, with services including plan design, legal plan documents, IRS plan approval submissions, contribution calculations, participant benefit statements, annual government reporting (Form 5500 series), participant distribution processing, and plan termination administration.
   
  Goals:
 
Understand and address clients’ needs from the first meeting to the final filing.
Coordinate efforts of business owners, financial advisors, attorneys and accountants to meet clients' needs.
Design each retirement plan with maximum flexibility, to accomodate changes in a clients' objectives.
Optimize the use of a Retirement Pan as an employee attraction and retention tool, in addition to being a Shareholder benefit.
   
  Credentials:
 
Qualified Pension Administrator, American Society of Pension Actuaries
Mathematics Degree, University of Arizona
Vice-President, AZ Chapter of National Institute of Pension Administrators
Member, Arizona Employee Benefits Forum
Speaker, Western Pension and Benefits Conference