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DAVID
C. SCHULTZ, JD
Partner, Tegra Financial Partners, LLC
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David
is a Partner and Director of Tegra Financial Partners,
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 404-898-8215.
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