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Alan Pfeffer

QPA, AIF®

Senior Vice President

Professional Experience

Alan has been an Employee Benefits Consultant for both profit and not-for-profit businesses for more than 30 years. He joined Sentinel Benefits & Financial Group in 2011 as part of the merger with Geller Group, where he acted as Managing Director.

Alan’s area of focus has been in the design, implementation, communication, and administration of qualified and non-qualified retirement plans. His expertise also includes evaluating the effectiveness of retirement plan investments, and he is a senior member of the Sentinel Pension Advisors RIA team.

If there is any one secret of success, it lies in the ability to get the other person’s point of view and see things from that person’s angle as well as from your own.

– Henry Ford

Educational Background and Certifications

  • Brooklyn College/CUNY, Brooklyn, NY – Bachelor of Science – Psychology
  • American Society of Pension Actuaries – Qualified Pension Administrator, QPA
  • State of New York – Life, Accident and Health Insurance licenses
  • Accredited Investment Fiduciary®, AIF®
  • NASD Licenses 6, 63 & 65

Hometown

Dix Hills, NY

Out of the Office

Alan and his lovely wife Ruth have two children, Erica and Ben, whom he thoroughly adores. He enjoys golfing, attending concerts and dining out.

LinkedIn Email Alan Pfeffer

Thought Leadership

Fiduciary Governance Practices

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Are Your Retirement Plan Fees Too High? Understanding the Influx of Lawsuits Affecting Higher Ed. Institutions

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9 Ways Your 401(k) Plan Design can Help You Pass ADP Testing

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