About AEGIS Pension Services

 

 

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Call Us Today: 904-686-1835

 

Aegis Pension Services is a custom provider of actuarial and plan administration support services to the qualified retirement plan industry.

We are retirement plan professionals and actuaries with expertise in the area of qualified retirement plans, specializing in defined benefit and cash balance plans.

We provide custom plan design, administration and actuarial services for closely held businesses.  We work with the business owner, his advisors or the TPA who administers the business' 401k plan to identify opportunities and design the plan which best meets the goals of the business owner. 

In most cases, we subcontract our services to a 401k plan TPA who provides the upfront service to the business for both the 401k and defined benefit or cash balance plan.  We also provide services directly to smaller businesses in our local area.

 

For more information contact us at Info@AegisPension.com or 904.686.1835, extension 23

Our Professional Staff

 

Lorraine Dorsa, FCA, MAAA, MSPA, EA, CEBS

Lorraine is an Enrolled Actuary and Certified Employee Benefits Specialist, a Fellow of the Conference of Consulting Actuaries and Member of the American Academy of Actuaries and the American Society of Pension Professionals and Actuaries (ASPPA).

She has extensive experience providing defined benefit and cash balance plan design, consulting and actuarial support services to DC plan administrators, TPAs and financial institutions.

Lorraine is a principal at Aegis Pension Services and a frequent speaker at employee benefits conferences including those sponsored by ASPPA, AICPA and other professional associations as well as seminars sponsored by financial institutions, plan sponsors and other groups.

904.686.1835, x23

ldorsa@aegispension.com

Spencer Singletary, QPA, QKA

Spencer has over a decade of experience in the pension industry with a concentrated focus on third party administration services for defined benefit and cash balance plans.  As a principal of Aegis Pension Services, he manages operations, installation and implementation services while assisting with strategic plan design to acquire new business.  

He holds the both the Qualified Pension Administrator and Qualified 401(k) Plan Administrator designations from the American Society of Pension Professionals & Actuaries.  He graduated with a BA in Economics from Florida State University.

Spencer has ranging experience in pension plan administration, consulting and actuarial services for TPAs and plan sponsors with a strong background in compliance testing and client support. 

 

 

 

 

 

 

100 Executive Way Suite 212 |  Ponte Vedra, FL 32082
(Office)      904-686-1835