Richard L. Green, CPC, APA
rgreen@windes.com
Richard joined Windes & McClaughry in 1991 and is currently a partner in
the firm’s Employee Benefit Services department. With expertise in plan design,
administration, and compliance for employee benefit plans, Richard’s practice
focus includes pension and profit sharing plans, 401(k) and 403(b) plans,
cafeteria plans, defined benefit plans, plan compliance and correction, and IRS
reporting. Additionally, Richard provides consultation on all qualified plan
issues, non-discrimination testing, ERISA compliance reviews, retirement
distribution planning, plan qualification, and plan design and implementation.
Richard has served the retirement plan needs of small to middle market
businesses and professional corporations since 1981. He has authored several
articles on various retirement plan issues and was the recipient of the firm’s
Excellence in Technical Achievement Award in 2001.
Education
San Francisco State University, Bachelor of Arts, Economics, 1980
Professional Affiliations
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American Society of Pension Actuaries, Certified Pension Consultant (CPC),
Qualified Plan Administrator (QPA), Qualified 401(k) Administrator (QKA), and
Associated Professional Member (APM)
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National Institute of Pension Administrators, Accredited Pension Administrator
(APA)
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