Retirement Plan Consultant
Peter’s knowledge and ability to support business owners have gained him an exceptional reputation with Financial Advisors, Accountants and Business Attorneys. For 21 years, Peter has been designing and consulting on Qualified Retirement plans throughout the country. Peter is a sought-after speaker for seminars to educate Financial Advisors, CPA’s, Payroll Companies and Business Owners on a variety of retirement plan topics.
Peter and his wife Chelle live in Rancho Cucamonga, CA. They have two children, Kaitlyn and Evan, and two dogs, Patch and Franklin. Peter works as a strategic partner with Pacific Capital through Benefit Equity, Inc. Before working at Benefit Equity, Peter served as Senior Retirement Plan Consultant for 18 years with Paychex Retirement Services.
About Benefit Equity, Inc.
Since 1989, Benefit Equity has been serving small and medium-sized businesses with top-quality Third-Party Administration. With 700+ clients and 30,000+ participants, Benefit Equity takes pride in cultivating quality relationships with Financial Advisors, Accounting Professionals, and Business Attorneys.
Because the employer may be designated as the Plan Sponsor of a company’s retirement plan, it is critical to partner with a qualified TPA to navigate rules and regulations. This means an employer can have a worry-free experience knowing that they have the best strategic retirement plan for their business.