Learn More About Our Experienced Staff
Kory Ngo, FLMI
Kory has over 30 years of experience in the design, implementation, administration and consulting aspects of all types and sizes of qualified plans from Defined Contribution plans such as 401(k) plans to Defined Benefit/Cash Balance plans. He’s also specialized in Employee Stock Ownership Plan both leveraged and non-leveraged. He’s a frequent speaker at various pension seminars and workshops for financial advisors, accountants and professional groups. Kory is part of the P(K)I Team, a signature consulting team that specializes in providing tax-deduction solutions via optimal retirement planning to small businesses and professional entities. He has helped establish hundreds of retirement plans for clients providing comfortable retirement nest egg to business owners and workers with pre-tax contributions. Kory received his Bachelor of Sciences in Finance from the University of Nebraska-Lincoln with minors in French and Political Sciences.
Sophia joined Pension (K) inetics, Inc. as an experienced pension administrator and consultant. Her strength lies in preparing actuarial valuations and other related tasks for Defined Benefit & Cash Balance pension plans as well as performing complicated compliance testing for combo DB/DC plans. Sophia received her Bachelor of Arts in Actuarial Mathematics from the University of Michigan-Ann Arbor.
Jim Murray, QKA
Jim has been in the Qualified Retirement Plan Industry for almost 15 years working in Plan Administration, Consulting and Training. He enjoys working with employers that help their employees save for a comfortable retirement. He received his QKA designation from ASPPA (American Society of Pension Professionals & Actuaries) in 2010. He also specializes in advanced Plan design for those companies that require unorthodox solutions. He has spent most of his life in Southern California. Jim received his Bachelor of Arts in Economics from California State-San Marcos.
Charles joined Pension (K) inetics, Inc. as a pension & operations administrator. He’s responsible for managing 401(k) Plans as well as combo DB/DC plans. In addition, he oversees the processing of loan and all other distribution requests and preparation of filing returns. Charles received his Bachelor of Arts in Political Economy from the University of California-Berkeley.
Paul Rosenow, MSPA
As chief actuary of Pension (K) inetics, Inc., Paul is widely respected in the pension community as he provides a vast retirement plan experience of over 25 years. A graduate from the University of California-Irvine with a Bachelor of Sciences in Mathematics, Paul has achieved the designation of an Enrolled Actuary with the Department of Labor and Department of Treasury to perform actuarial services pursuant to the Employee Retirement Income Security Act (ERISA) and subsequent legislation. He is also a member of the American Society of Pension Professionals and Actuaries (ASPPA) and is a Fellow of the Society of Actuaries.
Van came to Pension (K) inetics, Inc. to lead the Documentation department. She’s responsible for the installation, restatement as well as preparation of plan amendment for all our clients. A graduate from RMIT International University (Vietnam) and University of Tampa, she brings on an attention to detail and dedication that would allow our clients to stay in compliance with all the latest regulations.