I like problem solving, and it’s gratifying to help plan participants resolve issues that arise.
Wendell is involved with the day-to-day operations of our retirement planning department. He prepares retirement plan valuations, studies, and proposals for our clients. Wendell supports much of the back-office consulting and operations work to ensure timely resolution and responses to our plan sponsor’s requests. With more than 18 years’ retirement planning experience, Wendell has expertise in all aspects of retirement plan design and regulatory and consulting issues.
Prior to joining AEPG, Wendell was a team leader on the compliance services team at Bank of America/Merrill Lynch. In that role, he was responsible for year-end compliance and regulatory reporting which included non-discrimination testing, Form 5500 annual reporting, and plan document support.
Wendell is a member of the American Society of Pension Professionals & Actuaries (ASPPA). He earned a bachelor’s degree in economics from Rutgers, the State University of New Jersey. Outside the office Wendell is learning the ropes of being a dad, and is a big Rangers fan.