Our Team


 

Jeffrey A. Brown

JD, LLM, QPA, ERPA

President

Jeff@CompPlanning.com

 

Jeff is the founder of Compensation Planning Inc. He is a tax attorney by training with more than 35 years of experience in the Qualified Plan area. Jeff is a Summa Cum Laude, Phi Beta Kappa graduate of Princeton University. He holds both a Law Degree and Master of Law in Taxation from Boston University Law School.

Jeff has been on the adjunct faculty at Bryant College Graduate School since 1980, where he has taught in the Master of Science in Taxation Program. He also taught the Retirement Planning course for the Certified Financial Planner designation which was managed by the Executive Development Center. Jeff is a frequent lecturer for continuing education for industry groups, including the R.I. Society of CPAs, the National Association of Insurance and Financial Advisors, and the Financial Planning Association. Out of over 1,000 nationally, Jeff is the first IRS Credentialed ERPA in Rhode Island.

Grant E. Brown

CPC, ERPA, TGPC, CFP®

Vice President and Retirement Plan Consultant

Grant@CompPlanning.com

 

Grant joined Compensation Planning Inc. in 2012 after spending the previous 6 years in Washington, D.C and California working at a variety of retirement plan administrators. He specialized in complex qualified plan design for 401(k) plans and using traditional defined benefit or cash balance plans. Experience also includes working for IBM consulting for the IRS. Grant is the past President of the Financial Planning Association of Rhode Island.

Grant holds the CPC (Certified Pension Consultant- consisting of 13 courses/exams) and TGPC (Tax Exempt and Governmental Plan Consultant) credential from ASPPA (American Society of Pension Planners and Actuaries). Grant received ASPPA’s 2014 Martin Rosenberg Academic Achievement Award for his performance on the CPC exam, which had only been awarded 2 times in the prior 10 years. Additionally, Grant holds the IRS ERPA (Enrolled Retirement Plan Agent) designation, allowing him to represent clients in retirement plan matters when dealing with the IRS. In addition to his qualified plan training, Grant is a Certified Financial PlannerTM and earned a Certificate in Personal Financial Planning from University of California Santa Cruz extension in Silicon Valley and a B.A. in Economics from Bates College. Grant has given continuing education presentations on retirement plans to accounting firms, financial advisers, and at professional conferences (e.g. dental and psychological) for regional and national audiences.

There is a good chance you will see Grant on the bike paths or tennis and squash courts around Rhode Island.

THE REST OF THE TEAM

Our clients are fortunate to be supported by our staff of 10 dedicated employees that average over 25 years experience in the industry and over 20 years of service with the firm. Clients are always our number one priority. You can expect to receive excellent service when dealing with any of our associates and can be confident that you are receiving full and careful advice when dealing with a wide range of consulting and administrative issues for your company’s retirement plan.