JM Pension has joined NIPA!

We are pleased to announce that we have joined NIPA, the National Institute of Pension Administrators! NIPA is a national association representing the retirement and employee benefit plan administration profession.  NIPA delivers a forum for world-class education and experience sharing among our peers in the industry.  Jackie Carmichael and Matt Revelle have each joined as credentialed members with the designation of Accredited Pension Administrator.

We also continue our long standing relationship with ASPPA, the American Society of Pension Professionals & Actuaries, with whom both Jackie and Matt are credentialed members.

We take pride in adhering to rigorous continuing education standards.  Our new membership with NIPA provides us with yet another outstanding resource to maintain this standard and to stay up to date with the latest trends and changes in our industry.  In addition to our membership and continuing education programs with these organizations, we also periodically attend regional and national professional educational conferences in the Retirement Plan Industry.  Further, Jackie and Matt are both Enrolled Retirement Plan Agents (ERPA) with IRS, which means that they have each passed a rigorous examination and been approved to practice and represent taxpayers before IRS on retirement plan related matters.  All of this allows us to maintain the outstanding level of service and expertise that we strive for and that our clients and business partners have come to expect.

JM Pension offers you a team of certified and trained experts in the field of retirement plans at your disposal.  We encourage you to reach out to us with any question or concern, big or small.

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