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Meet Our Professional Consulting Team
In his role as President and COO, Mr. Hochman supervises a team of attorneys and consultants in the design, drafting, and support of prototype and custom documents for financial institutions, brokerage firms, insurance companies, pension consultants, and plan sponsors. As a member of the firm's training faculty, he regularly participates as an instructor in continuing education programs sponsored by the firm (both public and client in-house)and at pension industry forums such as Enrolled Actuaries (EA), American Society of Pension Professionals and Actuaries (ASPPA), National Institute of Pension Administrators (NIPA), Federal Financial Institutions Examination Council (FFIEC), trust schools, and numerous state banking associations. Mr. Hochman is currently in his first term as a member of ASPPA’s Board of Directors and serves on its Government Affairs Committee, chairing the Plan Document Sub-Committee. In addition, he provides written commentary and testimony in Washington, D.C. on regulatory issues on matters relating to qualified retirement plans on behalf of clients. For example, with the change in IRS Form 2848 disenfranchising many of the firm’s clients from properly representing employers on retirement issues, Mr. Hochman quickly brought the problem to the IRS’ attention. He was one of the earliest proponents of the Service’s ultimate resolution of the problem, the Enrolled Retirement Plan Agent (ERPA) program. When fully operational, this program will allow the firm’s clients to again represent employers on a broad range of retirement issues. During his benefits career, Mr. Hochman has been responsible for designing and implementing prototype and individually designed plans. He has also published tax analyses for use by attorneys, accountants, and consultants on a broad range of topics. More recently he has been published in The ASPPA Journal and has authored several ASPPA bulletins (asap) on breaking developments. He earned a B.A. degree in Political Science, a B.S. degree in Business Administration, Master of Business Administration and Juris Doctor degrees from the State University of New York at Buffalo.
Prior to joining McKay Hochman, Mr. Acca acquired eight years of prototype plan experience in the brokerage industry. His experience incorporates technical and compliance support, sales, operations, training, and marketing. He is a graduate of the State University of New York at Oswego where he earned a B.S. degree in business management with a minor in economics. Martha A. Kirwin, Director of Document Compliance Prior to joining the firm, Ms. Kirwin was a Vice President with United States Trust Company in its Pooled Investment Division. Her background includes consulting and providing technical and legal advice with respect to qualified and nonqualified retirement plans. She has also been involved in new product development as well as sales force support and education. In addition, she was a frequent speaker on retirement plan topics for industry professionals, attorneys, and accountants. A graduate of Ohio State University, Ms. Kirwin received her law degree from Capital University School of Law. She is NASD Series 6 and 63 licensed. Previously, she was a member of the Institute of Certified Bankers and sat on the Pension Committee of the Investment Company Institute from 1989-1997. She also had served as Chairperson of the Security Industry Association Subcommittee on ERISA matters. Mr. Oberndorf has over 20 years of experience in the pension and employee benefits field. He has worked in benefits-related legal positions with Transport of New Jersey and Beecham, Inc. From 1987 until 1997, Mr. Oberndorf served as a senior consultant/attorney in the Technical Resource Center of actuarial and employee benefits consulting firm of Sedgwick Noble Lowndes. In that position he had responsibility for providing technical and compliance support in the areas of qualified retirement plans, welfare and fringe benefit plans, and deferred compensation plans. Mr. Oberndorf joined McKay Hochman in March 1997. Mr. Oberndorf is a graduate of Upsala College and the Seton Hall University School of Law. He is admitted to the practice of law in the state of New Jersey. Willliam
C. Grossman - Senior Retirement Plan Consultant, MBA, QPA Mr. Grossman's primary function is as an instructor for the firm’s public and in-house education programs. He also provides technical support for clients through the “hotline” service. Mr. Grossman is the writer of articles for and responsible for editing the McKay Hochman’s client newsletters, Prototype Plan News, 403(b) Perspectives, and Retirement Plan News. Mr. Grossman is editor of and responsible for the McKay Hochman website, www.mhco.com and the bi-weekly McKay Hochman E-mail Alerts. In addition, Bill is the author of numerous articles published in The ASPPA Journal, NIPA Horizons, Benefitslink.com and The 401khelpcenter.com. Mr. Grossman has over 20 years experience in the retirement plan field. His background includes having been Director of 401(k) Training for a major recordkeeper where he designed and implemented the curriculum for all 401(k) areas. Much of Mr. Grossman's career was as a Bank Vice President responsible for a $1 Billion Small Retirement Plan and IRA business. As part of this role, he designed and delivered curriculum for the Bank’s “University,” its brokerage affiliates and to develop the retirement department staff. William C. Grossman has a B.A. from New Jersey City University with a NJ Social Studies Teacher’s License. Mr. Grossman has an M.B.A. from Fairleigh Dickinson University. Mr. Grossman is a graduate of the New York Chapter of the American Institute of Banking (AIB). Mr. Grossman served as an AIB instructor for over 15 years. Nadine Dandorf, Retirement Plan Consultant Christopher M. Moyle - Retirement Plan Consultant Mr. Moyle has 8 years experience in the qualified plan field. At Morgan Stanley, he was a Client Relationship Manager. Mr. Moyle has also worked for Merrill Lynch and Alliance Capital as a 401(k) administrator and a 401(k) plan manager. He is currently working towards the designation of Qualified 401(k) Administrator (QKA) which is offered by the American Society of Pension Actuaries.
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Mr.
Hochman is an attorney with extensive background in the tax and employee benefits fields.
Mr. Acca
oversees the plan document software services offered by McKay Hochman. He is also involved
with the design and drafting of prototype plans. In addition, Mr. Acca provides technical
and compliance support to the MHC's prototype plan sponsors through the telephone
"hotline" service. As a member of the firm's training faculty, he conducts
seminars for the continuing education programs as well as in-house training sessions.
Ms.
Kirwin is an ERISA attorney whose primary role is designing and drafting prototype and
custom plan documents. Among her other responsibilities are providing technical support
for clients and serving as an instructor for the firm's education programs. She has
previously been a speaker at Investment Company Institute (ICI) forums.
Ms.
Dandorf provides technical and compliance support for regional and prototype plan
sponsors. As part of her duties with MHC's telephone "hotline," she also
coordinates IRS submissions on both the National Office and Cincinnati District levels and
handles document update support for clients. In addition, Ms. Dandorf serves as the
company's liason with the IRS for document approval and negotiations. As a long-standing
member of the firm, Ms. Dandorf started as an assistant in the company's first year of
existence.
Mr.
Moyle is primarily involved in providing technical and telephone compliance support to our
clients. He also works on consulting related projects, on IRS submissions and plan
document work and he is also responsible for addressing special issues and concerns for
those clients.
Ms.
Kovats is responsible for handling clients' phone calls regarding documents or IRS
filings. She is in charge of processing document orders, filing for opinion or
notification letters with the IRS, and is responsible for the word processing of newly
created documents. In addition, she coordinates the preparation of replacement packages
for clients when new legislation requires document revisions.