Luke is an Analyst at Northwest Retirement Plan Consultants. His primary responsibilities include working with the plan consultant to assure that all of the client’s plan administration needs are provided for. To do so, Luke reviews plan assets and census materials; as well as prepares compliance and coverage testing, employer contribution calculations, trust accounting, valuation work, tax forms, and benefit administration services.
He holds an Accredited Pension Administrator (APA) designation, and a Bachelor’s degree in Accounting. In addition to his essential job functions, his specialties are in withdrawals and trust accounting. What he appreciates most about NWRPC is that the staff is a very close group who has a lot of fun together.
A “professional” cinephile, Luke watches all kinds of movies and TV shows. He also enjoys reading, video games, and spending time with family.