Director
David Strom, QKA, 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.
