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Steven Gelb, APA

Steven Gelb, APA

Compliance Specialist

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location of Steven Gelb, APAFredericksburg, Virginia, United States

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  • Timeline

  • About me

    CFO, Founder and Co-owner Benchmark Retirement Plan Services, Inc.

  • Education

    • Penn State University

      1987 - 1991
      Bachelor of Science (BS) Mathematics

  • Experience

    • NADART

      Nov 1993 - Apr 1996
      Compliance Specialist

    • Uniglobal Pension Planning, Inc.

      Apr 1996 - Sept 2017
      Director of Operations

    • Benchmark Retirement Plan Services, Inc.

      Oct 2017 - now
      Chief Financial Officer

      Chief Financial Officer, Founder and Co-owner

  • Licenses & Certifications

    • Accredited Pension Administrator (APA)

      National Institute of Pension Administrators (NIPA)