David Beck, CPA, QPA, ERPA – Principal, Director of Administration Services
David has over 14 years of experience in the retirement plan industry. In his current role, David specializes in plan design and implementation, as well as advanced compliance testing. He is also responsible for developing our internal processes and procedures to ensure the accuracy of our work-product.
After graduating from Babson College, David joined PricewaterhouseCoopers in their Boston office, where he performed audits for a variety of clients ranging from Boston College to Raytheon. Coincident with David’s transfer to Connecticut, he joined the regional accounting firm of Haggett, Longobardi (now J.H. Cohn), where he grew into a managerial role in the team of professionals dedicated to audits of Employee Benefit Plans. In this role, David not only audited Plan financial statements but also provided valuable consultative services to his clients regarding a variety of compliance issues. Over seven years ago, David left public accounting to administer, consult and service retirement plans directly.
David is a past chairperson of the Connecticut Society of CPA’s Employee Benefits Committee and continues to be actively involved in that committee. He is also a member of the American Society of Pension Professionals and Actuaries and is a graduate of Babson College.
David is an Enrolled Retirement Plan Agent with the Internal Revenue Service and is, therefore, able to represent his clients before the IRS with respect to retirement plan matters.