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Mark Schwab

Mark is a pension consultant and an administrator of qualified retirement plans; 401(k), 403(b), Profit Sharing, Defined Benefit and Cash Balance plans. He likes to focus on being technical; knowing and following the DOL and IRS rules. Mark’s services are keeping your retirement plan current and compliant while maintaining the best plan design that fits your objectives, efficiently.


Mark graduated from the University of Michigan with a Bachelor’s of Science degree majoring in mathematics. He has more than 35 years of experience specializing in qualified retirement planning. Mark looks for the best strategies based on his clients' personal goals. His big-picture perspective enables him to provide excellent and efficient services with an attention to detail.


Mark is also a designated Professional Plan Consultant (PPC  ). The designation signifies that the holder has a thorough knowledge of the fiduciary standard of care. PPC  designees are qualified to perform fiduciary assessments on fiduciary entities; demonstrate knowledge of ERISA requirements for employer-sponsored retirement plans and the ability to carry out plan services; and, the management of a successful and compliant 401(k) plan.​



Most Common Services Provided:
  • Consulting

  • Fiduciary Education  

  • Plan Design

  • Maintain Plan Documents  

  • Annual Compliance Testing

  • Preparation of IRS Forms 5500 & 5500SF

  • Processing Plan Distributions

  • Processing Plan Loans

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