Benefit Planning, Inc.
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Benefit Planning, Inc. Employees
Employee
Years
Job
Industry
Evan Miller, CFP® Evan Miller, CFP®'s Benefit Planning, Inc. Experience June 2003 - January 2008
Job FMB Wealth Management
Industry Financial Services
Experience
FMB Wealth Management June 2003 - Present
Benefit Planning, Inc. June 2003 - January 2008
Skills
Investments, Strategic Financial..., Small Business, Insurance, Pensions, Accounting, Strategic Planning, Wealth Management..., Financial Reporting
Education
University of California, Los Angeles 1997 — 2001
B.A., Business Economics
FMB Wealth Management June 2003 - Present
Benefit Planning, Inc. June 2003 - January 2008
Skills
Investments, Strategic Financial..., Small Business, Insurance, Pensions, Accounting, Strategic Planning, Wealth Management..., Financial Reporting
Education
University of California, Los Angeles 1997 — 2001
B.A., Business Economics
Sheree Tallerman Sheree Tallerman's Benefit Planning, Inc. Experience February 1990 - May 1997
Job CEO, PlanPerfect, Inc.
Industry Financial Services
Experience
PlanPerfect, Inc. November 2009 - Present
CMC Interactive, LLC July 2006 - November 2008
Geller Group, LLC May 1997 - February 2004
Benefit Planning, Inc. February 1990 - May 1997
Skills
401k, Retirement Planning, Defined Benefit, Retirement Plan..., Pension Administration, Profit Sharing, Corporate Retirement...
Education
University of California, Los Angeles 1983 — 1986
BA, Sociology
University of California, Santa Barbara 1981 — 1983
Transferred, Sociology
PlanPerfect, Inc. November 2009 - Present
CMC Interactive, LLC July 2006 - November 2008
Geller Group, LLC May 1997 - February 2004
Benefit Planning, Inc. February 1990 - May 1997
Skills
401k, Retirement Planning, Defined Benefit, Retirement Plan..., Pension Administration, Profit Sharing, Corporate Retirement...
Education
University of California, Los Angeles 1983 — 1986
BA, Sociology
University of California, Santa Barbara 1981 — 1983
Transferred, Sociology
Robert Tell Robert Tell's Benefit Planning, Inc. Experience June 2010 - October 2012
Job Highly Knowlegable Pension Professional
Industry Financial Services
Experience
PenSys, Inc. April 2013 - Present
Benefit Planning, Inc. June 2010 - October 2012
PMZ Pension, Inc. April 2004 - May 2010
Farmers Insurance June 2003 - April 2004
Skills
Relius Administration, Accudraft, ASC, Microsoft Office, Pensions, Retirement Planning, 401k, Profit Sharing, Accounting
Education
California State University-Fullerton 2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Long Beach 1999 — 2002
Bachelor of Science (B.S.), Finance, General
PenSys, Inc. April 2013 - Present
Benefit Planning, Inc. June 2010 - October 2012
PMZ Pension, Inc. April 2004 - May 2010
Farmers Insurance June 2003 - April 2004
Skills
Relius Administration, Accudraft, ASC, Microsoft Office, Pensions, Retirement Planning, 401k, Profit Sharing, Accounting
Education
California State University-Fullerton 2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Long Beach 1999 — 2002
Bachelor of Science (B.S.), Finance, General
Grant Blindbury, CFP® Grant Blindbury, CFP®'s Benefit Planning, Inc. Experience September 2001 - December 2005
Job Partner at FMB Wealth Management & FMB Retirement Services
Industry Investment Management
Experience
FMB Wealth Management January 2003 - Present
FMB Retirement Services January 2012 - Present
Benefit Planning, Inc. September 2001 - December 2005
Education
University of California, Los Angeles 1997 — 2001
BA, Business/Economics
Westlake High School 1994 — 1997
FMB Wealth Management January 2003 - Present
FMB Retirement Services January 2012 - Present
Benefit Planning, Inc. September 2001 - December 2005
Education
University of California, Los Angeles 1997 — 2001
BA, Business/Economics
Westlake High School 1994 — 1997
Kristopher Antico Kristopher Antico's Benefit Planning, Inc. Experience January 2009 - February 2011
Job Data Entry / Customer Service
Industry Computer Software
Experience
Coast Construction February 2011 - Present
Benefit Planning, Inc. January 2009 - February 2011
Skills
Type 80+ Words Per..., Excellent verbal and..., Team Leadership, Problem Solving, Creative Solutions, Customer Retention, Outlook, Data Entry, Call Centers, Customer Satisfaction, Customer Service, Time Management
Education
Southern California Regional Occupational Center 2012 — 2014
Computer Technoligy, Computer Software Technology/Technician
Santa Monica College
Coast Construction February 2011 - Present
Benefit Planning, Inc. January 2009 - February 2011
Skills
Type 80+ Words Per..., Excellent verbal and..., Team Leadership, Problem Solving, Creative Solutions, Customer Retention, Outlook, Data Entry, Call Centers, Customer Satisfaction, Customer Service, Time Management
Education
Southern California Regional Occupational Center 2012 — 2014
Computer Technoligy, Computer Software Technology/Technician
Santa Monica College
Aleta Matthews Aleta Matthews's Benefit Planning, Inc. Experience December 2001 - April 2009
Job Payroll Administrator at Freeman Webb, Inc.
Industry Human Resources
Experience
Freeman Webb, Inc. December 2011 - Present
The Maristone of Franklin February 2011 - July 2011
Benefit Planning, Inc. December 2001 - April 2009
Hope Chapel Foursquare Church February 1991 - December 2001
Mailex January 1983 - December 2001
Skills
Payroll, Human Resources, Benefits Administration, Public Speaking, Employee Benefits, System Administration, Management, Organizational..., Training, Marketing, Team Building, Recruiting, Customer Service, Leadership, Staff Development, Policy, Leadership Development, 401k, Administration, Hiring, Budgets, Performance Appraisal, Conflict Resolution, Coaching, FMLA, New Hire Orientations
Education
California State University-Dominguez Hills 2007 — 2008
Certificate of Completion in Human Resources Management, Human Resources Management
ASSPA Pension Education 2002 — 2003
Certificate, Pension Administration 1A, 1B & Daily Valuation
Microsoft 1997 — 1997
Certificate, Microsoft Certified Professional
El Camino College 1991 — 1997
Computer Courses & Photography
Freeman Webb, Inc. December 2011 - Present
The Maristone of Franklin February 2011 - July 2011
Benefit Planning, Inc. December 2001 - April 2009
Hope Chapel Foursquare Church February 1991 - December 2001
Mailex January 1983 - December 2001
Skills
Payroll, Human Resources, Benefits Administration, Public Speaking, Employee Benefits, System Administration, Management, Organizational..., Training, Marketing, Team Building, Recruiting, Customer Service, Leadership, Staff Development, Policy, Leadership Development, 401k, Administration, Hiring, Budgets, Performance Appraisal, Conflict Resolution, Coaching, FMLA, New Hire Orientations
Education
California State University-Dominguez Hills 2007 — 2008
Certificate of Completion in Human Resources Management, Human Resources Management
ASSPA Pension Education 2002 — 2003
Certificate, Pension Administration 1A, 1B & Daily Valuation
Microsoft 1997 — 1997
Certificate, Microsoft Certified Professional
El Camino College 1991 — 1997
Computer Courses & Photography
Clay Colburn's Benefit Planning, Inc. Experience April 2003 - June 2005
Job Director Product and Engineering, Data Services at Marchex
Industry Computer Software
Experience
Marchex April 2015 - Present
Marchex April 2014 - April 2015
Marchex April 2012 - April 2014
Marchex February 2010 - April 2012
Microsoft - Formerly Aquantive May 2008 - February 2010
Truburn Solutions 1999 - April 2008
Trust Company of the West 2005 - 2007
Benefit Planning, Inc. April 2003 - June 2005
Natural Healthlink 1999 - 2001
Skills
Databases, Microsoft SQL Server, Agile Methodologies, SQL, MySQL, T-SQL, .NET, Analytics, Software Design, ETL, C#, Business Intelligence, Database Design, SSIS, JavaScript, Data Architecture, Data Warehousing, SDLC, Big Data, Oracle SQL, Test Driven Development, Java, Linux, Scrum, Agile Project Management, SOA, Data Modeling, PostgreSQL, Oracle, Git, SQL Tuning, Extreme Programming, Tableau, Pentaho Kettle
Education
University of California, Los Angeles 1997 — 2001
University of California, Los Angeles 1997 — 2001
Marchex April 2015 - Present
Marchex April 2014 - April 2015
Marchex April 2012 - April 2014
Marchex February 2010 - April 2012
Microsoft - Formerly Aquantive May 2008 - February 2010
Truburn Solutions 1999 - April 2008
Trust Company of the West 2005 - 2007
Benefit Planning, Inc. April 2003 - June 2005
Natural Healthlink 1999 - 2001
Skills
Databases, Microsoft SQL Server, Agile Methodologies, SQL, MySQL, T-SQL, .NET, Analytics, Software Design, ETL, C#, Business Intelligence, Database Design, SSIS, JavaScript, Data Architecture, Data Warehousing, SDLC, Big Data, Oracle SQL, Test Driven Development, Java, Linux, Scrum, Agile Project Management, SOA, Data Modeling, PostgreSQL, Oracle, Git, SQL Tuning, Extreme Programming, Tableau, Pentaho Kettle
Education
University of California, Los Angeles 1997 — 2001
University of California, Los Angeles 1997 — 2001
Dick Kaplan, CPA's Benefit Planning, Inc. Experience January 1991 - Present
Job President/Executive Consultant at Benefit Planning, Inc.
Industry Financial Services
Experience
Benefit Planning, Inc. January 1991 - Present
Education
University of Southern California
Benefit Planning, Inc. January 1991 - Present
Education
University of Southern California
Jason Alas's Benefit Planning, Inc. Experience January 2009 - May 2009
Job FA
Industry Financial Services
Experience
Benefit Planning, Inc. January 2009 - May 2009
Arkitip, Inc. July 2008 - December 2008
The Jerde Partnership June 2008 - September 2008
University of Southern California Bookstore August 2007 - March 2008
Education
University of Southern California 2005 — 2009
BS, Business Administration, Finance
Benefit Planning, Inc. January 2009 - May 2009
Arkitip, Inc. July 2008 - December 2008
The Jerde Partnership June 2008 - September 2008
University of Southern California Bookstore August 2007 - March 2008
Education
University of Southern California 2005 — 2009
BS, Business Administration, Finance
Julianne Foster's Benefit Planning, Inc. Experience May 2011 - Present
Job Documents & Plan Terminations Analyst at Beneit Planning, Inc.
Industry Financial Services
Experience
Benefit Planning, Inc. May 2011 - Present
Liden, Nestle, Soled & Associates, Inc. April 2004 - January 2011
Producer-Writers Guild of America Pension Plan May 2000 - March 2004
Education
Smith College 1987 — 1991
B.A., English
Benefit Planning, Inc. May 2011 - Present
Liden, Nestle, Soled & Associates, Inc. April 2004 - January 2011
Producer-Writers Guild of America Pension Plan May 2000 - March 2004
Education
Smith College 1987 — 1991
B.A., English
Richard Seigle's Benefit Planning, Inc. Experience July 2001 - March 2012
Job Retirement Plan administrator and Trust Fund Accountant
Industry Accounting
Experience
Plan Perfect, Inc. Trust AccountantGreenspan & AssociatesNovember 1994 - Present
Benefit Planning, Inc. July 2001 - March 2012
Skills
Payroll, Accounting, Account Reconciliation, Tax, Financial Analysis, Microsoft Excel
Education
Temple University 1971 — 1978
Bachelor's degree, Psychology
Plan Perfect, Inc. Trust AccountantGreenspan & AssociatesNovember 1994 - Present
Benefit Planning, Inc. July 2001 - March 2012
Skills
Payroll, Accounting, Account Reconciliation, Tax, Financial Analysis, Microsoft Excel
Education
Temple University 1971 — 1978
Bachelor's degree, Psychology