Our Team
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Jeffrey A. Brown JD, LLM, QPA, ERPA President |
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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 800 nationally, Jeff is the only ERPA in Rhode Island currently listed on the IRS website. |
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Grant E. Brown QPA, TGPC, ERPA Retirement Plan Consultant |
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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 holds a QPA (Qualified Pension Administrator) and TGPC (Tax Exempt and Governmental Plan Consultant) credential from ASPPA (American Society of Pension Planners and Actuaries) and has completed 12 of the 13 exams required for the CPC (Certified Plan Consultant) designation. Additionally, he 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 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 to accounting firms, financial advisor regional meetings, and professional conferences (e.g. dental and psychological). 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.
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