John Stone
Senior Consultant at USI Consulting Group | Helping companies with retirement benefits including ESOP consulting
- Role
- Senior Consultant at Usi Consulting Group
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About John Stone
Specialties: ESOP Consulting and Administration; ESOP Repurchase Liability; Retirement…
Experience
Senior Consultant
Jul 1994 — Present · Nashville, TN, US
I work primarily with ESOP companies in the area of ESOP and retirement benefits consulting; ESOP repurchase liability issues and consulting; ESOP distribution processing policies and procedures including methods and options; compliance testing for ESOPs and other qualified plans including 401(k) plans and KSOPs.
Education
University of Wisconsin-Madison
BS, Math, Actuarial Science
1981 — 1983
University of Wisconsin-La Crosse
Math
1979 — 1981
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