Bio

A San Francisco native, Stephen entered the Retirement field in 1976, gained executive experience in Silicon Valley, and returned to Primark Benefits in 1990 to lead its management team. His expertise is in converting tax dollars into employee benefits, which are otherwise unaffordable.

Stephen holds a degree in Management from Golden Gate University in San Francisco. He also holds a degree in accounting. He formerly served as a chapter officer for the National Institute of Pension Administrators in which he has achieved the designation of Accredited Pension Administrator. Stephen holds the designations of Qualified 401(k) Administrator, Qualified Pension Administrator, and Certified Pension Consultant, as issued by the American Society of Pension Professionals and Actuaries. He is past President of ASPPA.

Professional Affiliations include:

• Professionals & Actuaries (ASPPA)
• Western Pension & Benefits Conference
• National Institute of Pension Administrators (NIPA)
• Past Chairman, ASPPA Political Action Committee