RETIREMENT
PLAN DESIGN
RETIREMENT
PLAN DESIGN
Ron (Ronald K. Stair, PhD., MLT, EA, ERPA) has been a consulting Actuary for more than 40 years and holds many industry credentials. He is currently enrolled to practice before the IRS and is a Member of ASPPA, NIPA, InFre and the Institute and Faculty of Actuaries.
Hollie Brostek graduated Magna Cum Laude from CW Post in 1987 with a BS in Finance. She is a member of Delta Mu Delta (National Business Honor Society). Hollie currently holds an Enrolled Retirement Plan Agent (ERPA) designation with the IRS as well as a QPA designation through ASPPA. She is authorized to practice before the IRS and represent clients in all areas of retirement plan compliance. She is extremely proficient in all areas of retirement plan design, administration and IRS and DOL compliance.
Hollie Brostek began with WIA Consultants in 1989. Over that period, she has been instrumental in growing the Firm's business more than tenfold from 50 clients in 1989 to its current level of 600 plus. Over that time the staff has quadrupled. In 1999, she purchased the Firm from William I. Abelman (WIA). In 2019, to accommodate the growth of the Firm, she partnered with Creative Plan Designs (CPD) a larger actuarial firm whom she has had a longstanding business relationship with. She feels her success is a direct result of a combination of diligence, technical expertise and proficiency, creativity within the confines of the applicable regulations, staying relevant and current in an ever changing regulatory environment, and extensive and responsive client support for both the owners and plan participants. She has maintained the Firm's client base in its niche market of small businesses. Her theory is that WIA is a small business who understands the needs of small businesses. WIA clients nor the plan participants are just numbers.
She is a 6 time marathoner including NYC and Boston. She is also an avid golfer who has no problem keep up with the big hitters.
Rachelle joined Creative Plan Designs in January 2018 as Vice President of Business Development. In her role, Rachelle initiates and strengthens the relationships CPD fosters with accountants, financial planners, and other referral partners. In addition, Rachelle uses social media to market and promote CPD as a thought leader and innovator in the retirement plan industry.
Patricia joined the WIA team in 2014. Her previous positions at Fortune 500 Companies such as Morgan Stanley, Ernst & Young, LLP and Woolworth Corp. have provided her a wealth of experience dealing with high level clients.
Patricia heads up our document compliance efforts ensuring that all of our clients are operating with the most current document and amendments where applicable.
She handles the e-filing of all IRS 5500 filings ensuring that they are received timely. In addition, she is the primary correspondent with IRS on behalf of our clients when they receive notifications from the IRS.
Craig Dixon joined the WIA team as Plan Administrator in June 2015. Prior to joining WIA, Craig worked for companies such as Ipsos North America, New World Associates Inc., Sundial Brands LLC and RPG Consultants. From 2011 through 2015, he gained valuable industry experience as the Operations Specialist and Retirement Plan Associate for a third party administrator and recordkeeper. Craig earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Long Island University’s C.W. Post campus in the spring of 2008.
Andy has been an enrolled actuary since 1985. Prior to joining Creative Plan Designs, he worked as Director of Actuarial & Consulting Services at Geller Group LLC and prior to that he served as Vice President of Schloss & Co. Andy has served on the Board of the ASPPA New York Benefit Counsel and is a member of their Legislative Affairs subcommittee.
He has also spoken at professional seminars for CPAs, investment professionals, and pension practitioners. Andy has published articles regarding qualified plan issues in Legal Management Magazine and the Journal of Compensation and Benefits and has been a contributor to the online Monthly Journal of the American College of Pension Actuaries.
Education
Licenses and Certificates
Areas of Expertise
Susan serves as a Senior Retirement Plan Consultant and has been with the firm since 1996. In addition to her managing her own cases, she acts as a team leader and facilitates the weekly staff meetings.
Her duties also include assigning new cases and business development. Prior to joining Creative Plan Designs, she worked at a small pension consulting firm and prior to that she served as an Assistant Vice President of Employee Benefits at Long Island Trust Company (Bank of NY).
Education
Licenses and Certificates
Areas of Expertise