Nate Delong Certified Pension Consultant
Vice President @Ascensus
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WORK HISTORY
Vice President @Ascensus
Laguna Hills, CA, US
I assist business owners with their qualified and nonqualified retirement plans by consulting on the topics of Plan design, day-to-day and annual Plan administration related issues, ERISA compliance and fiduciary roles and responsibilities.
EDUCATION
California State University-Fullerton - College of Business and Economics
Bachelors, Economics, Economics
American Society of Pension Professionals and Actuaries
Certified Pension Consultant, Qualified Pension Administrator, Qualified 401(k) Administrator, Qualified and non-Qualified plan design, administration, consulting and compliance.
ABOUT NATE DELONG CERTIFIED PENSION CONSULTANT
I make it easy to understand the how qualified retirement plans work. I am a Certified Pension Consultant with 19 years of experience consulting business owners, financial advisors and CPA\'s on topics related to qualified retirement plan design, ERISA compliance, day-to-day and annual administration. Topics such as creative ways to increase contributions and tax deductions for business owner(s), targeting certain owners/employees with extra benefits, fixing plan errors and corrective action, simplifying plan administration, control groups and affiliated service groups.Plan types include 401(k) and Profit-Sharing, Money Purchase, 403(b), 457(b) and 457(f), Defined Benefit and Cash Balance Pension Plans, Employee Stock Option Plans (ESOP), Non-Qualified Executive Deferred Compensation Plans (NQDC), Executive Benefit/Top Hat Plans and ERISA Tribal Plans.I am free to speak with so please call or email me with any questions. Nate DeLong | Certified Pension C••••••••@futureplan.com71••••••00
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