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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.
Allen has over 30 years of experience in the field. He specializes in 401k Plans for clients of all sizes and oversees the Defined Contribution administration for the firm.
Tanee has over 20 years of experience in retirement plan administration. She specializes in Plan Document and Distribution administration for the firm.