Sam has been working with retirement plan sponsors and participants since 1999 and joined MMA Centurion in 2010.
In addition to investment advisory services, Sam assists corporate 401(k) sponsors in managing complex merger and acquisition transactions, provides compliance and remediation assistance to qualified plans and supports his clients in IRS and DOL plan audits. Sam is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and was presented with an Achievement Award for his contributions to the retirement plan industry.
Sam received his Bachelor’s Degree in Finance from Rutgers University. Sam is designated as an Accredited Investment Fiduciary (AIF®) and is licensed for Life and Health insurance. In addition to professional designations, Sam is an Adjunct Professor of The Retirement University at the UCLA Anderson School of Management Executive Education Program. Sam is a frequent lecturer for The Plan Sponsor University. He holds FINRA Series 7 and 66 licenses.