APC Senior Management...

Marc M. Roberts, ERPA, APR

Marc M. Roberts joined Associated Pension Consultants (APC) in 1983. He is President of the firm and manages the office in Sacramento, CA. He completed undergraduate studies in Economics at the University of California, Davis and earned a Master’s Degree in Finance from California State University, Sacramento.

During his career Mr. Roberts has been sought out by large companies, small businesses, and individual professionals for his guidance regarding retirement plan design and implementation as well as for his problem solving skills on complex retirement plan issues. He is frequently invited to speak on multiple topics including the impact of retirement plan legislation at conferences and seminars for accountants, attorneys, insurance professionals, investment advisors and professional associations.

For 10 years Mr. Roberts served on the NIPA (National Institute of Pension Administrators) Board of Directors.  He was a Past President of NIPA and was recently awarded the NIPA Lifetime Achievement Award for his many years of service and contributions to the pension industry.

He is an Affiliate Member of the American Society of Pension Professionals & Actuaries (ASPPA); an active member and has served on the Board of Directors of the Western Pension and Benefits Conference (WP&BC); an active member of the Plan Sponsor Council of America (PSCA), and a past member of the Board of Directors of the Employee Benefits Roundtable of Sacramento.

In his continuing support of retirement industry, Mr. Roberts is past Chairman and a founding member of the American Institute of Retirement Education (AIRE) in Washington, D.C.  AIRE developed and administers the Enrolled Retirement Plan Agent Program (ERPA) for the Internal Revenue Service.  He has traveled to the offices and met with members of Congress and consulted with numerous Federal Agencies including the General Accounting Office (GAO); Small Business Administration (SBA): Internal Revenue Service (IRS); Department of Labor (DOL) and others; providing insight and guidance regarding issues relating to small business retirement plans.  Mr. Roberts is currently sitting on the ASPPA Government Affairs Committee.

Email: mroberts@e-apc.com

Matt Blofsky, APA

Matt Blofsky joined Associated Pension Consultants (APC) as a Pension Administrator in 1985 and he is Vice President and Principal of the firm. He earned his Bachelor of Science degree in Business Administration with an emphasis in Finance from California State University, Chico. He became an Accredited Pension Administrator (APA) in 1995.

Mr. Blofsky is well respected for his technical expertise in defined benefit plans, 401(k) plan design and administration, and Internal Revenue Service issues affecting retirement plans. He has been instrumental in developing the solid integrity for which APC is known.

Mr. Blofsky is actively involved in the American Society of Pension Professionals & Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA). He is a frequent guest speaker on retirement plan issues at conferences and seminars presented to accountants, attorneys, insurance agents, stockbrokers, and professional associations.

Email: mblofsky@e-apc.com

John Olsen, CPC, QPA, ERPA

John Olsen joined Associated Pension Consultants (APC) in 2005 as Vice President of Operations. He earned his Bachelor of Science degree in Business Administration from West Texas State University. Mr. Olsen earned the Qualified Pension Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries (ASPPA) in 1999 and the Certified Pension Consultant (CPC) designation in 2009.  Also, in 2009, he earned the Enrolled Retirement Plan Agent (ERPA) designation, which allows him to practice before the Internal Revenue Service and represent employers with retirement plan issues.

Mr. Olsen has been working in the pension/retirement plan industry since 1990. He spent 12 of those years with a large, national pension firm in the Midwest; and as Director of Operations, he was a key contributor to the growth of the company. Throughout his career he has focused his energies on developing and creating processes that provide for accurate and timely processing of tasks. Mr. Olsen is also an active member of the Western Pension and Benefits Conference (WP&BC).

Email: jolsen@e-apc.com

Sandy Thomas

Sandy Thomas joined Associated Pension Consultants in 1988 as a Pension Administrator.  She became the Corporate Services Manager in 2000 utilizing her extensive managerial experience in financial preparation, budgeting, cost accounting and human relations to direct the activities of the Human Resources, Accounting and Corporate Services departments.  Sandy’s educational focus has been in Business Management and Accounting and she currently holds her CA Life Insurance License.

Email: sthomas@e-apc.com

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