Planned Retirement Consultants & Administrators, LLC
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About Us

Planned Retirement Consultants & Administrators, LLC is a full service actuarial consulting firm providing Third Party Administrative services to 401k and Defined Contribution plans, as well as, Actuarial Services to Defined Benefit plans.  The company was founded in 1976 and has been among the Top Defined Contribution service providers in New Jersey over the last five years as ranked by NJBIZ. We currently administer approximately 1,000 plans ranging in size from one participant to several thousand participants.  Besides providing annual valuation services we also provide assistance in analyzing and restructuring existing plans.

At Planned Retirement Consultants & Administrators, LLC our goal is to meet your needs and those of your employees.

Employee Bios

Christopher Switaj, QKA, QPA, APR, ERPA, Co-President, CEO & Director of Sales, has been with the firm full-time since graduating from Villanova University in 2005 with a Bachelor’s degree in Mathematics. Chris is a member of ASPPA and holds the designations of QPA and QKA. He is also certified with the IRS as an Enrolled Retirement Plan Agent (ERPA). This allows Chris to effectively represent clients before the IRS and DOL in the event of plan audits and other inquiries.

Jonathan Switaj, MBA, Co-President, CFO & COO, has been with the firm since 2008. Jon holds a Masters degree in Business Administration (MBA) from Seton Hall University. His responsibilities include filing of corporate tax returns, preparation of new and amended plan documents, preparation and electronic filing of the annual Form 5500, and overseeing day to day office operations.

Lawrence Switaj, Actuary, founded Planned Retirement Consultants more than 35 years ago.  Larry is responsible for the administration of the firm’s Defined Benefit plans. He also is actively involved in producing paperwork for prospective new clients. Larry’s expertise in actuarial consulting, retirement planning, marketing and business development have played a large part in the firm’s continued growth.

Elizabeth Switaj, Senior Actuarial Administrator, has been with the firm full-time since 1990. Liz’s responsibilities include working with plan restatements, new plans, packaging annual valuations, and dealing with the IRS with respect to plan submissions for approval letters.

David Nagelhout, APA, Director of DC Administration, has been with the firm for over 15 years. Dave’s responsibilities include the annual valuation of all large plans such as those requiring an independent CPA audit each year.

Michael Gentile, APA, 401k/DC Administrator, is the newest member of Planned Retirement Consultants having joined the firm in early 2013. He is a 2009 graduate of the Pennsylvania State University with a Bachelor’s degree in Finance.

Stephen Margolies, Enrolled Actuary (EA), has been with the firm on a full-time basis for the last 20 years.  Steve is a Fellow of the Society of Pension Actuaries (FSPA) and he is certified by the Joint Board for the Enrollment of Actuaries.

Catherine Tschinkel, Office Manager

Walter Hankin, 401k/DC Administrator

Brandon Giovanetti, Jr. 401k/DC Administrator

Shareen Daryanani, Jr. 401k/DC Administrator

Joanna Sigurdsson, Administrative Assistant

 
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Contact Us

555 Goffle Road, Suite 200
P. O. Box 5126
Ridgewood, NJ 07451-5126
Phone: 201.447.6010
Fax: 201.447.0913

info@planned-retirement.com



Our Affiliations

ASPPA Member

NIPA - National Institute of Pension Administrators










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