KB Pension Promotes Porter

Business

KB Pension Services announced Lee Porter has been promoted to a pension administrator II and has passed both IRS exams to earn the Enrolled Retirement Plan Agent designation from the U.S. Department of the Treasury.  The ERPA credential allows retirement plan professionals to practice before the IRS, most importantly, on retirement plan audits. The IRS recognizes that retirement plan professionals are highly competent in their field and play an active and critical role in representing employers before the IRS on retirement plan matters.

KB Pension Services

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