John W. "Jay" Martin is qualified as an "expert
witness" on retirement plans by the District and Circuit Courts of
Montgomery County, Maryland and the Circuit Court of Fairfax County, Virginia.
He has been retained to represent plan sponsors which have had their plans
examined by the Internal Revenue Service, Pension Benefit Guarantee Corporation
and the Department of Labor. He has extensive experience in this capacity
and proven his effectiveness.
Jay is a Certified Pension Planner (CPP) with the National Institute
of Certified Pension Planners. His comprehensive knowledge of all types
of qualified retirement plans has enabled him to be recognized by his peers
as a leader in the field and is frequently asked to present to professional
groups on current retirement trends and developments.
Jay graduated from Mary Washington College in Fredericksburg, Virginia with
a degree in economics. After graduation, he began his career in the retirement
field when he accepted a position as pension administrator for Wolff &
Associates. Seven years later he was promoted to vice president as a partner
in Wolff & Martin, Inc. He started Martin Retirement Services, Inc.
in 2001.
David W. Archer graduated from the University of
Maryland Baltimore County with a degree in economics. He started his career in pension administration
in 1994 and has brought a wealth of experience to Martin Retirement Services,
Inc. David's many strengths include his ability to expertly design retirement
plans for his clients based on their individual needs. This service includes
both the assessment of the desired plan specifications as well as the appropriate
funding vehicle. He will then provide the necessary administration to help
maintain these programs in compliance with the many laws and regulations
with which he is so familiar. David also has extensive experience with representing
clients under Internal Revenue Service examinations.
Jeanine V. Simmons graduated from Montgomery College
in Rockville, Maryland with a degree in accounting and is presently working
towards her professional designation of Qualified Plan Administrator (QPA)
with the American Society of Pension Actuaries (ASPA). Her pension administration
experience, dating back to 1999, coupled with her ASPA course work and computer
proficiency, Jeanine is a very valuable asset to Martin Retirement Services,
Inc.
Jennifer Gertson, from Minneapolis, Minnesota, attended
Brigham Young University in Provo, Utah. Before joining our firm in 1994,
she worked in the pension field at a TPA firm in Salt Lake City. In addition
to her general office managerial duties, she's in charge of accounts receivable,
plan document creation and serves as a liaison between some of our clients
and their financial institutions.
Lawrence J. Eisenberg, J.D. - E.R.I.S.A. Attorney
Dan A. Harbertson, ASA, MAAA, EA - Consulting actuary
George A. Matray, FSPA, EA - Consulting actuary