Retirement Plan Consultant
Adam Chrestenson, QKA, QPA
- 401(k) Plan design, consulting, and administration
- Compliance reviewer
- Non-discrimination testing
- Information systems design and utilization
Adam Chrestenson joined Aldrich Retirement Solutions in May of 2021 as a Retirement Plan Consultant and Team Leader. He joined with 15 years of Retirement Plan Administration experience with a focus in 401(k) Profit Sharing Plans. His expertise is in small to mid-market client sectors.
Adam started his career in compliance honing his skills on non-discrimination testing and government forms. His background in mathematics and his eye for process motivates him to provide high-quality work for clients and continuously improve his skills.
He received his Bachelor of Arts in Mathematics and Business Administration from Augustana College in Rock Island, Illinois. Adam is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) designations.