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 in 2014 was awarded the NIPA Lifetime Achievement Award for his many years of service and contributions to the pension industry. Recently Mr. Roberts was chosen to receive the coveted NIPA Leadership Above & Beyond Award for his accomplishments in the Retirement Plan field. This honor has only been awarded two times in NIPA’s history.
He is an Affiliate Member of the American Society of Pension Professionals & Actuaries (ASPPA); an active member and formerly served on the Board of Directors of the Western Pension and Benefits Conference (WP&BC); 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 administered 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 sits on the ASPPA Government Affairs Committee.
Jeffrey J. Daby
Jeffrey J. Daby joined Associated Pension Consultants (APC) as a Consultant in 2007 after several years in the retirement plan business prior. He earned his Bachelor of Science degree from the University of California , Los Angeles in 1999.
Mr. Daby spends a substantial amount of time cultivating new business opportunities and enjoys educating clients and financial professionals about the intricacies of plan design, tax planning strategies, and their integration with successful business development. He maintains that APC’s high-touch service model has lent itself to efficiently run plans and many dear relationships. Jeff regularly speaks to professional groups, providing training to those in the fields of tax preparation and financial advice.
He concentrates specifically on developing highly customized plans, based on clients’ individual objectives, while allowing them to sponsor these plans with very little interruption to their daily business.
Jeff resides in Shingle Springs, CA with his wife, Leahe, and sons, Gavin and Austin. He is a passionate outdoorsman, with particular interests in hunting, fishing, and water sports.
Bob Demontigny, APA
Bob Demontigny joined Associated Pension Consultants (APC) in 2006 in the compliance department providing quality control for all aspects of the annual process. Bob began his TPA career at another California Bay Area Third Party Administration firm in 2001. In 2009, after earning his APA designation through the National Institute of Pension Administrators (NIPA) he moved into the Consulting division of APC, building long-term relationships with industry professionals and clientele alike. Bob’s educational focus has been in English composition and accounting.
Currently Vice President of Operations, developing and implementing processes to continue to poise APC as an industry leader in the third party administration space. Bob has two teenage boys and his spouse, Kathryn operates a Dance Studio in Chico, CA.
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.