Partners
David
is a Partner and Director of HA&W Benefit Advisors,
LLC. This subsidiary of Habif, Arogeti & Wynne,
LLP provides full-service retirement plan consulting and
administrative services to both large and small employers.
David
specializes in retirement plan design consulting, plan implementation,
governmental and regulatory compliance, participant communication,
plan termination support, and annual plan administration.
In addition, he is experienced in financial advisory work
in the areas of savings, investment and estate planning.
David
is a member of several industry organizations:
- American
Society of Pension Actuaries (ASPA)
- President
of Relius Southern User Group, a retirement plan processing
software
- American
Bar Association
- Active
member of the State Bar of Georgia
- Atlanta
Bar Association
David
graduated with honors from the University of Florida with
a degree in finance, and received his Juris Doctor from
Georgia State University. He visits Washington, D.C. annually
to lobby Congress for changes to the laws governing retirement
plans, and participated in the AJF Business & Professions
Mission to Washington, D.C. in February, 2000.
For
more information about our retirement
plan administration services, contact David at 404-898-8216.
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