Pension Benefit Consultants

Pension Benefit Consultants (PBC)

Theodore Kao, CLU, ChFC, QPA, EA, AIFA, President 

Ted Kao grew up in Oakland, CA and graduated from the University of California at Berkeley with a B.S. in Business Administration with emphasis in Finance and Real Estate.  Mr. Kao has the Chartered Life Underwriter and the Chartered Financial Consultant designations awarded by The American College, the Qualified Pension Administrator designation issued by the American Society of Pension Professionals and Actuaries and the Accredited Investment Fiduciary Auditor issued by the Center for Fiduciary Studies and is an Enrolled to practice with the IRS.  He co-founded his previous firm with a partner in 1980 and in 1993 formed Pension Benefit Consultants.  Mr. Kao has extensive experience in plan design, compliance and consulting of retirement benefit plans. His email address is tedkao@pensionbenefit.com. 

Jane K. Thomsen, MSPA, CPC, MAAA, Director of Technical Services 

Jane Thomsen grew up in Oakland, CA graduating from the College of Holy Names with a B.A. in Chemistry.  Jane is a member of the American Society of Pension Professionals and Actuaries, a Certified Pension Consultant, a member of the American Academy of Actuaries and an Enrolled Actuary.  She has worked in the pension actuarial consulting arena since 1981 and has been with Pension Benefit Consultants since 1993. Ms. Thomsen has expertise in plan design, actuarial valuations, and consulting and compliance review of defined benefit and defined contribution plans. Her email address is: jane@pensionbenefit.com

Diana Garcia, QPA, QKA, Senior Administrator 

Diana Garcia hails from the Aloha State, came to the East Bay to attend the University of California at Berkeley where she received her B.A. in Economics. She has been with Pension Benefit Consultants since 2000 and is currently testing for her Qualified Pension Administrator designation.  Ms. Garcia is responsible for administrative services to defined benefit and defined contribution plans.  Her email address is: dianag@pensionbenefit.com

Toni White, Administrator 

Toni White grew up in the East Bay and is a product of our public school system.  She has worked for Pension Benefit Consultants since 1998 beginning as an administrative assistant and now administers defined contribution and defined benefit plans, coordinates our submission of IRS determination letter requests for plan terminations as well as submissions under the IRS Voluntary Compliance Program.  Her email address is toniw@pensionbenefit.com

Abby Pacheco, Administrator

Abby Pacheco grew up in Oakland and the surrounding East Bay and came to work for Pension Benefit Consultants in 2001.  Abby assists retirement and flexible benefit plan administrators with all aspects of the annual administration process.  Her email address is abbyp@pensionbenefit.com.

 

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