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Plan Consulting Team Leader


724-935-0100 Ext. 6136

Matt is a 2005 graduate of Penn State with a Bachelors of Science in Actuarial Science. After a short stint working in Asset Servicing for a major financial institution, Matt has spent the rest of his career providing administration and consulting services in a third party administrator capacity. In addition to performing the day-to-day tasks and annual compliance and reporting for a variety of clients, Matt also serves as a leader for a team of well-educated and skilled employees who provide administration and recordkeeping services for all types of qualified plans.

Matt is an active member of the American Society of Pension Professionals and Actuaries (ASPPA) and has achieved the designations of Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA) and Qualified 401(k) Consultant (QKC). He is a former board member and active participant in the local ASPPA Benefits Council (ABC) of Western Pennsylvania. On the Defined Benefit side, Matt has worked on both traditional Defined Benefit and Cash Balance Plans. He has extensive experience in DB/DC Combo Plans in regards to plan design and administration, with an emphasis on advanced testing techniques.

On the Defined Contribution side, he has worked on plans large and small with various designs, including ESOPs and Association Multiple Employer Plans. He has also seen clients through IRS and DOL audits in a third party capacity.

Outside of work Matt enjoys riding his bicycle around the city and hiking the fantastic trails of the Western Pennsylvania region.

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