back to people

p: 503.620.4489

President

David Strom, QKA, QKC, QPA

Aldrich Retirement Solutions

David's EXPERTISE

Retirement plan design
Cash balance pension plans
IRS and DOL corrections

David leads Aldrich Retirement Solutions to provide high quality, cost-effective services for our clients. He is a creative retirement plan expert who designs, consults and administers qualified retirement plans for profitable businesses and non-profit organizations of all sizes. He specializes in cash balance plans and pension plans to provide for enhanced tax-deferred retirement contributions for partners and shareholders of closely held firms. David communicates the complex technical rules of qualified plans in an understandable and down to earth way to put his clients at ease. David is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and has the Qualified Plan Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations.

He attended UCLA where he graduated summa cum laude.

p: 503.620.4489

RECENT ARTICLES

Article

Good News Guidance on Waiver of 2020 Required Minimum Distributions

Article

IRS Expands CARES Act Retirement Relief with Distributions and Loans

Alert

CARES Act Retirement Plan Provision Update

var trackcmp_email = ''; var trackcmp = document.createElement("script"); trackcmp.async = true; trackcmp.type = 'text/javascript'; trackcmp.src = '//trackcmp.net/visit?actid=251821419&e='+encodeURIComponent(trackcmp_email)+'&r='+encodeURIComponent(document.referrer)+'&u='+encodeURIComponent(window.location.href); var trackcmp_s = document.getElementsByTagName("script"); if (trackcmp_s.length) { trackcmp_s[0].parentNode.appendChild(trackcmp); } else { var trackcmp_h = document.getElementsByTagName("head"); trackcmp_h.length && trackcmp_h[0].appendChild(trackcmp); } _linkedin_data_partner_id = "59678"; (function(){var s = document.getElementsByTagName("script")[0]; var b = document.createElement("script"); b.type = "text/javascript";b.async = true; b.src = "https://snap.licdn.com/li.lms-analytics/insight.min.js"; s.parentNode.insertBefore(b, s);})(); _linkedin_partner_id = "1551490"; window._linkedin_data_partner_ids = window._linkedin_data_partner_ids || []; window._linkedin_data_partner_ids.push(_linkedin_partner_id); (function(){var s = document.getElementsByTagName("script")[0]; var b = document.createElement("script"); b.type = "text/javascript";b.async = true; b.src = "https://snap.licdn.com/li.lms-analytics/insight.min.js"; s.parentNode.insertBefore(b, s);})(); (function(){ function initInsights() { if (!window._contently) { var _contently = { siteId: "ba7ebf34f3cdea3a96481c7f8d09bedb" }; _contently.insights = new ContentlyInsights({site_id: _contently.siteId}); window._contently = _contently; } } var s = document.createElement('script'); s.setAttribute('type', 'text/javascript'); s.setAttribute('async', 'async'); s.setAttribute('src', '//assets.contently.com/insights/insights.js'); s.onreadystatechange = function() { if (this.readyState == 'complete' || this.readyState == 'loaded') { initInsights(); } }; s.onload = initInsights; document.body.appendChild(s); })();