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About Us
WHO ARE WE?
-We are in the business of designing and administering qualified retirement plans. Our company, 412(i) Plans, Inc. was established specifically to design and administer qualified retirement plans under Internal Revenue Code Section 412(i). We provide a wide range of services, including:
-Our clients are small business owners and professionals.
-Operating under the associates concept, we have more than 60 years of experience in the pension and actuarial business.
-We are not owned by any insurance company, investment company, brokerage house or financial institution.
-Our professional retirement plan administrators, consultants, accountants work directly with you to provide the highest level of service.
-Our wide ranging experience in retirement plan design and administration, with our computer support, assures you receive the best possible service, and a plan tailored to meet your client's specific needs and goals.
PLAN DESIGN SERVICES
To ensure that the plan we design is right, we consider:
INSTALLATION SERVICES
To ensure that the plan is installed in the most efficient and convenient manner, we
ANNUAL ADMINISTRATIVE SERVICES
To assure that the plan remains on the right course, we
We continue to monitor the plan to ensure its ongoing effectiveness. This includes reviewing new legislation, IRS regulations and rulings, and court decisions.
William H. Black, Jr.
| Professional Experience | |
|
President, W. H.
Black & Company Orlando, Florida |
|
Talmar Associates,
Inc. Altamonte Springs, Florida Indianapolis, Indiana |
| Education: | Bachelor of Arts,
Business Administration and Economics Rollins College |
| Professional Designations: | Chartered Life
Underwriter (CLU) Bill Black has been in the pension administration business for over 25 years. As president of 412(i) Plans, Inc. he is responsible for the marketing efforts of the firm and assists producers nationally with the sales of 412(i) plans. Bill has a B.A. from Rollins College in Business Administration and Economics, is a CLU, ChFC, Life and Qualifying member of the Million Dollar Round Table (MDRT), and fifteen time Court of the Table and ten time Top of the Table qualifier. Bill brings that unique and necessary combination to the marketing effort: comfortable with the explanation of complex ideas and able to put them into easily understood concepts, with the ability to sell. Having spoken nationally and internationally on the topics of qualified plans, Bill is a much sought after speaker. He is certified to teach continuing education to CPA’s and insurance professionals. Additionally, he has had numerous articles published in industry journals and has been featured on radio programs that address financial planning matters. Licensed in 43 states, 412(i) Plans, Inc. truly has a national practice. Bill has marketed and administered plans in virtually every state in the union. |
Robert
Penafiel
| Professional Experience | |
|
Vice President of
Pension Services, Inc. Miami, Florida |
|
Pension Consultant
and Head of Administration Group Pension Systems, Inc. Coral Gables, Florida |
| Education | Undergraduate: Bachelor
of Commercial Science in Accounting Florida International University |
| Undergraduate: Associate
of Applied Science in Computer Science Miami Dade Community College (Academic Scholarship Recipient) |
Kenneth Vollmer,
EA, MAAA, MSPA
| Education | State
University of New York at Buffalo Buffalo, NY Bachelor Degree Joint degree in Statistics and Economics |
| Professional Designations | Enrolled Actuary
of the Joint Board for the Enrollment of Actuaries (1993) Member of the American Society of Pension Actuaries (1993) Member of the American Academy of Actuaries (1993) |
Ken is an actuary with over a decade of experience in the administration of small to medium-sized defined benefit plans and excels in the design of plans for professionals and the closely held business. These plans are designed for maximum tax benefit and wealth accumulation, while adhering to the strict letter and spirit of the law. He is able to explain complex concepts in simple terms to both clients and advisors alike. He has been responsible for the design, development and full administration of qualified plans, whether defined benefit or defined contribution. He is a member of the American Academy of Actuaries, American Society of Pension Actuaries and an Enrolled Actuary with the Joint Board for the Enrollment of Actuaries. He brings to 412(i) Plans, Inc. the competence, skill and depth to ensure all plans are prepared and maintained in a competent and compliant format. |
|
Securities
offered through Ogilvie Security Advisors Corp.
71 South Wacker, Suite 3025, Chicago, IL 60606
Tel: 312.335.5476
Member FINRA www.finra.org
/ SIPC www.sipc.org
Ogilvie Security Advisors Corp and 412i Plans, Inc. are independently
owned and operated.
License numbers: California (0A09141) and Wisconsin (1045269) |
