John has more than 25 years of experience in the financial services industry, including 20 years working exclusively with Taft-Hartley clients.
John’s consulting experience is focused on plan design to meet the unique needs of Taft-Hartley defined contribution retirement plans. In this role, he works exclusively with Taft-Hartley clients and consults with plan sponsors and professionals on plan design, administration, compliance testing, government reporting, and regulatory changes. In addition, John has extensive experience assisting clients with implementing 401(k) plans and designing plans to assist in retaining the assets within the plan.
Prior to joining Milliman, John spent 18 years at John Hancock Retirement Plan Services (JHRPS). He served as a director and ERISA consultant within the Taft-Hartley practice. John started in the retirement industry in 1997.
