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Jim Hallberg, J.D., ERPA, QPA, QKAManager, Retirement Plan Administration

Jim is a manager in the Retirement Plan Administration Department of Saltmarsh, Cleaveland and Gund. He has over 10 years of experience working with clients to design and implement retirement plans to maximize benefits. Jim specializes in compliance and consulting services of qualified plans, including plan corrections under IRS and DOL compliance resolution programs. Prior to joining Saltmarsh, Jim served as a pension analyst for a regional firm where he helped manage 200 active plans.

Education

  • Juris Doctor - Florida Coastal School of Law
  • B.A. Flagler College

Certifications

  • Enrolled Retirement Plan Agent (ERPA)
  • Qualified Pension Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)

Professional Affiliations

  • The American Society of Pension Professionals & Actuaries (ASPPA)
  • ASPPA - Government Affairs Committee
  • ASPPA - Government Affairs Committee - DOL Subcommittee Chair
  • ASPPA - Retirement Plan Academy -Ad-Hoc Volunteer
  • Tampa Bay Pension Council

Areas of Practice

Publications

Contact Us

FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

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