MANAGING DIRECTOR, PARTNER
He is responsible for our corporate retirement plan advisory services, especially those relating to 401(k) defined contribution, defined benefit, and non-qualified deferred compensation plans. Mr. Bogner also consults in the areas of control/restricted stock, life insurance/annuities, and estate planning.
He is an adjunct lecturer with The Plan Sponsor University (TRAU) and speaks on subjects pertaining to reducing plan risks and costs. Most recently, he has lectured at New York University, Brooklyn Law School, and the University of Alabama at Huntsville.
Mr. Bogner also is frequently asked to share his perspectives on the retirement plan industry in such publications as Plan Sponsor Magazine and The New York Times.
Mr. Bogner is a Certified 401(k) Professional (C(k)P). He holds Series 7, 31, and 63 securities licenses, a Series 65 investment advisor license, and is life and health insurance licensed.
He is a graduate of Baruch College – The City University of New York, where he majored in Marketing.
