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Key Employee Qualifications


Robert J. Lucadano,
CEO and President
 
  Experience:
Founded R.J.L. Pension Services, Inc. in 1989 after a successful career with Towers, Perrin Foster & Crosby, Inc. and a Big 6 accounting and business consulting firm.

Organizations:
Member of the American Society of Pension Actuaries for over twelve years.

Expertise:
Extensive Plan design, administration, compliance, and relationship building with Plan Sponsors, Brokers, Accountants, Attorney's, and Investment Advisors. Specifically, Robert has worked closely with the IRS, Dept. of Labor, and PBGC in problem resolution for complex plan issues. Robert is a known expert in Defined Benefit, E.S.O.P., 401(k), Profit Sharing, Cross-Tested, Age-Weighted, Integrated, and Salary Ratio Plans.

Education:
Bachelors Degree in Mathematics from Long Island University; Graduate Studies in Economics and Mathematics.

Jeanette C. Lucadano, Esq.
Executive Vice-President/Marketing

Experience:
An attorney with pension administration experience since 1989.

Expertise:
Cements the strategic partnership with plan sponsors by the correction of their IRS operational and documentation failure citations. Provides value added consulting on excess contributions, recharacterizations, QNECs, Section 4975 excise taxes, prohibited transactions, ineligible participants, 401(k) and 401(m) testing failures that resolve plan qualification jeopardy.

Education:
Attended graduate school at Stetson University College of Law, Bachelors Degree in Political Science with a concentration in Pre-Law. Receives continuing education credits.



 
     
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