Farmington, CT, September 15, 2017 – PASI LLC (Pension Administrative Services Inc.), one of New England’s largest private pension consulting and TPA firms, is pleased to announce the promotion of three new partners to the firm.
David Beck, CPA, QPA, ERPA has been Director of Administration Services at PASI. He joined the firm in 2006 and has over 18 years of experience in the retirement plan industry. His areas of expertise include all types of qualified plans, 403(b) Plans, 457(b) and (f) Plans, and Non-qualified 409A Plans. In addition to coordinating and supervising the delivery of services to PASI’s clients, David is involved in advanced plan-design; consultations regarding mergers, terminations and spin-offs; and complex nondiscrimination testing. Additionally, he represents his clients before the IRS and the US Department of Labor with respect to each agency’s voluntary correction programs.
Quynhchau Le, MBA, CPC, QPA, QKA, ERPA, has been Manager of Administration Services at PASI since 2010. Affectionately called “Q” by staff and clients, she has over 16 years of pension experience. Q manages a team of consultants and consults on all aspects of Defined Contribution Plans and some aspects of Defined Benefit Plans. She is also actively involved with the implementation and design, special projects and studies of new and existing plans. In addition, Q also represents clients before the IRS and the US Department of Labor with respect to each agency’s voluntary correction programs.
Bryce Raymond, QPA, QKA, QPFC, ERPA, is Manager of Administration Services and has been with the firm since 2009 and has over 10 years of experience in the industry. He is responsible for plan administration and peer work review. He manages a team of consultants handling Defined Contribution Plans and Defined Benefit Plans for our clients. As an Enrolled Retirement Plan Agent (ERPA), Bryce represents clients before the IRS and the US Department of Labor with respect to each agency’s voluntary correction programs.
Mr. Beck, Ms. Le, and Mr. Raymond join partners Ron Fishman, QKA, and David Wetsman, JD, who launched PASI in 1991 to serve the unique needs of small businesses with the administration of their retirement plans. “We’re excited about adding more depth to our partnership team,” says Fishman. “They deserve to be rewarded for their dedication to our firm’s culture and growth.” Wetsman adds, “We’re excited to have them as partners as our firm continues its growth trajectory.”
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