The Value Alliance Brings: A Defined Benefit Client’s Perspective

The Value Alliance Brings: A Defined Benefit Client’s Perspective

Donna Rebeck, MBA, CPA, CAEVice President, Finance & Operations National Automatic Merchandising Association (NAMA) Offices in Chicago, ILDonna Rebeck is responsible for accounting functions, payroll and insurance, as well as the association’s pension and 401(k) related matters. We asked her about the association’s retirement plans and their experience working with Alliance Pension.A Little BackgroundNAMA was founded in 1936 and represents the interests of more than 1,100 member ...
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The Value Alliance Brings:  A Retirement Plan Advisor’s Perspective

The Value Alliance Brings: A Retirement Plan Advisor’s Perspective

Patrick J. Smarjesse, CEBSVice President, David Vaughan InvestmentsOffices in Peoria, IL and Winter Park, FLAt-a-Glance: Relationship Manager for 130 advisory clients More than 20 401(k), profit sharing and cash balance retirement plans partnered with Alliance Over 30 years industry experiencePat Smarjesse, CEBS, is a Financial Advisor and Managing Director of DVI Consulting Group, a division of David Vaughan Investments that assists sponsors of retirement plans with investment and fiduciary man...
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