" My goal is to make sure our clients are provided solid information regarding their employee benefit plan in an effective and timely manner. "

Caleb Anderson

Caleb joined the firm as a SD Retirement Solutions Intern in the summer of 2016 and assisted in various plan administration tasks. Upon graduation he joined the team full time in May 2017. His duties include reporting, discrimination testing, and preparation of Form 5500 and other tax forms associated with qualified retirement plans.


B.S. in Management Information Systems, Pennsylvania State University (Erie)

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