Jim Albrecht, QKA

Jim Albrecht, QKA

Chief Executive Officer and Senior Pension Consultant

Jim has more than 28 years of experience in pension consulting, including plan administration, plan design, sales, and management. He specializes in creative plan designs that maximize contributions for a favored group of employees while minimizing contributions to other eligible employees. Jim is responsible for ensuring that the company stays focused on its primary goals: extraordinary customer service, cutting-edge retirement plan design, competitive fees, and delivery of accurate and timely work products. Jim also makes certain all clients conform to existing and future regulatory measures.

A graduate of California State University Northridge with a degree in Business Administration, Jim's professional pension career began in 1991 at Coopers & Lybrand in the Actuarial, Benefits, and Compensation group. He later worked for The Wyatt Company (now Watson Wyatt Worldwide), and Louis Kravitz and Associates as a plan administrator and pension consultant. Jim became an equity partner in Campbell Pension Services (DBA Campbell Albrecht) in November 2004.

Jim is a Qualified 401(k) Administrator (QKA) with the American Society of Pension Professionals and Actuaries (ASPPA). He also maintains other financial-related designations.

Jim resides in West Hills, California, and has three daughters.

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