Jim has been working in the Employee/Investment field for many years. Much of his experience has been acquired working in Trust Departments at various Upstate New York banks.

His experience has included the following: Pension Department Manager, Retirement Plan Administrator, Establishment of Plan Investment Funding policies for both Defined Benefit and Defined Contribution Plans, Monitoring Investment Performance and Client Assistance in selecting Investment Manager/Investment Funds.

Jim joined Retirement Income Services Inc., as a partner in the Plan Administration/Investment Services area. Within the Investment Services area, he is directly responsible for managing assets exceeding $12 Million.

Jim is currently a member and past President of the New York Employee Benefits Conference, which is a Not-For-Profit Organization for Employee Benefit Professionals in Upstate New York. He also earned his designation of Qualified 401(k) Administrator (QKA) from the American Society of Pension Actuaries.