Steven brings over 40 years of Retirement experience to CEP Consultants Inc.. He started his career with MONY Insurance and his worked for several TPA Firms, including working as the head of the Compliance Department at Transamerica.
Steven currently oversees the daily inflow of work and processing of all transactions in a timely manner. In addition, Steven provides consulting and compliance on Defined Contribution plans.
Steven’s experience working with small and large clients brings a diverse role with the CEP Consultants Inc. team.