APC Senior Management...

 

Marc Roberts

Marc M. Roberts joined Associated Pension Consultants (APC) in 1983.  He is President/Principal of the firm and manages the office in Sacramento, CA. He completed undergraduate studies at the University of California, Davis and earned a Masters Degree in Finance from California State University, Sacramento.

Mr. Roberts consults with large companies, small business clients and individual professionals about retirement plan design and implementation. His consultation services frequently include problem solving for clients with difficult retirement plan issues. He is frequently invited to speak on retirement plan issues at conferences and seminars for accountants, attorneys, insurance professionals, investment advisors and professional associations.

Mr. Roberts is past President of the National Institute of Pension Administrators (NIPA) and serves on the national NIPA Board of Directors based in Chicago, IL. He is an Affiliate Member of the American Society of Pension Professionals & Actuaries (ASPPA), an active member of the Western Pension and Benefits Conference (WP&BC) and the Profit Sharing Council of America (PSCA). In his continuing support of retirement education, Mr. Roberts is Co-Chairman and a founding member of the Board of Managers of the American Institute of Retirement Education (AIRE) in Washington, D.C. He is a past member of the Board of Directors of the Employee Benefits Roundtable of Sacramento and of the Board of Directors of the WP&BC.

Email: mroberts@e-apc.com
 
 

Matt Blofsky, APA

Matt Blofsky joined Associated Pension Consultants (APC) as a Pension Administrator in 1985 and he is Vice President and Principal of the firm. He earned his Bachelor of Science degree in Business Administration with an emphasis in Finance from California State University, Chico. He became an Accredited Pension Administrator (APA) in 1995.

Mr. Blofsky is well respected for his technical expertise in defined benefit plans, 401(k) plan design and administration, and Internal Revenue Service issues affecting retirement plans. He has been instrumental in the developing the solid integrity for which APC is known.

Mr. Blofsky is actively involved in the American Society of Pension Professionals & Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA). He is a frequent guest speaker on retirement plan issues at conferences and seminars presented to accountants, attorneys, insurance agents, stockbrokers, and professional associations.

Email: mblofsky@e-apc.com

 

John Olsen, CPC, QPA, ERPA

John Olsen joined Associated Pension Consultants (APC) in 2005 as Vice President of Operations. He earned his Bachelor of Science degree in Business Administration from West Texas State University. Mr. Olsen earned the Qualified Pension Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries (ASPPA) in 1999 and the Certified Pension Consultant (CPC) designation in 2009.  Also, in 2009, he earned the Enrolled Retirement Plan Agent (ERPA) designation which allows him to practice before the Internal Revenue Service and represent employers with retirement plan issues.

Mr. Olsen has been in the pension/retirement plan industry for more than 19 years. He spent 12 of those years with a large, national pension firm in the Midwest; and as Director of Operations, he was a key contributor to the growth of the company.  Throughout his pension career he has excelled in developing and creating processes that are timely and accurate and meet the demands of clients as well as company operations.

Mr. Olsen has experienced European cultures while living in Germany for five years and in England for two years. Among his many hobbies are scuba diving, world and U.S. travel, golf and motorcycling.

Email: jolsen@e-apc.com