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Staff Directory

Erik Mitchell

Erik C. Mitchell, CPC

Certified Pension Consultant (American Society of Pension Professionals and Actuaries)

Enrolled Retirement Plan Agent (Internal Revenue Service)

Qualified Pension Administrator (American Society of Pension Professionals and Actuaries)

Qualified 401(k) Administrator (American Society of Pension Professionals and Actuaries)

Background

Erik joined the firm in 1994 and has over 15 years of experience in retirement plan administration. Erik's primary responsibilities include providing services for defined contribution plans.

Areas of Specialty

  • Serves as consultant for small, medium and large employers by providing administration and compliance testing services to a wide range of defined contribution plans, including profit sharing plans, new comparability plans, complex 401(k) plans and special projects which require a high degree of technical knowledge and expertise
  • Prepares plan documents, IRS Form 5500 reporting, and IRS Form 1099-R reporting
  • Helps lead the Firm’s Defined Contribution Team in the development and implementation of policies and procedures necessary to promote the consistent and efficient use of our technology

Education

  • B. A. degree in Mathematics with a Minor in Physics from Millersville University, cum laude

Just for Fun

  • Spending time with his wife and four children
  • Playing basketball and softball in competitive and recreational leagues
  • Coaching Youth Athletics in Manheim Township

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