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Allan E. Swedelson, CPA

Al left Public Accounting in 1965 to join the firm of Jerome S. Goldberg & Associates, and establish an administrative department for the creation and servicing of Qualified Pension and Profit Sharing Plans. In 1969 Al and his senior partner, Jerry Goldberg, formed Goldberg, Swedelson & Associates, Incorporated.
 
With over 50 years in the business, Al is our most experienced team member. He continues to provide immeasurable service to our clients and embodies the GSA vision of providing the utmost highest quality of service.  Al graduated from the University of California, Berkeley with a degree in Business Administration and is a lifetime member of the California  Society of Certified Public Accountants.

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Mark D. Swedelson, CPA

Mark is the third generation of this family owned pension consulting practice, joining the firm in 1990. A former Senior Accountant with Coopers & Lybrand (now PricewaterhouseCoopers), Mark completed the American Society of Pension Actuaries' designation of Qualified Pension Administrator. Mark is also a Certified Public Accountant and a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants, where he served on the Employee Benefits Taxation Committee. He is currently serving on the AICPA Employee Benefits Tax Technical Resource Panel. Mark has spoken before accounting, professional and financial advisor groups. Mark graduated from California State University at Northridge with a degree in Business Administration and an emphasis on Accounting Theory and Practice.
  

Mark has spoken at the following conferences: 

 

AICPA Employee Benefit Plans Accounting, Auditing & Tax Update Online Conference

2020

AICPA National Conference on Employee Benefit Plans

2009, 2010, 2011, 2013, 2015, 2016, 2017, 2018, 2019, 2020

 

AICPA Small Business Practitioners Tax Conference
2009

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Barbara P. Osborne

Barbara joined the firm in 1991, bringing a considerable amount of business and management experience with her. She has developed an excellent rapport with our Clients, Accountants and Attorneys with whom we work. She has also developed a strong working relationship with many of the Agents in the Employer Plans Division of the Internal Revenue Service. Barbara served as President of Women in Employee Benefits for three terms and continued to serve on their Board of Directors for five more years. Her multi-faceted background in the entertainment industry and knowledge of their related Guilds, as well as her background in exotic animal training, makes life around the office a lot more interesting. 

Marla L. Hunt, QPA, QKA

Marla is a Senior Retirement Plan Administrator who joined the firm in August 2018 with over 20 years of experience working with retirement plans.  She currently holds Qualified Plan Administrator and Qualified 401k Administrator designations from the American Society of Pension Professionals and Actuaries.  Marla has experience in many different areas of retirement plans including investments, employee education, plan design and implementation, annual plan testing, calculations and administration work, government filings, corrections with the IRS and DOL and audits for both small and large plans.  Away from the office, Marla enjoys riding motorcycles with her husband and the beach.

Laurie J. Harmon, QPA, QKA

Laurie is a Senior Retirement Plan Administrator with over 29 years of experience, joining the firm in 2019.  Laurie completed the American Society of Pension Professionals and Actuaries' designation of Qualified Pension Administrator and Qualified 401(k) Administrator.  She specializes in third party administration for retirement plans of private employers of any size, with emphasis and strength in cash balance, cross-tested, daily valued and semi-bundled plans.  She has a great deal of experience in services ranging from plan design and implementation, to employee education, annual compliance testing and government reporting.  Laurie is a graduate of Carroll College in Helena, Montana with a degree in Applied Mathematics in Business and Economics.

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Esperanza Candido

Espie joined the firm in 1993 after graduating from Pasadena City College with a degree in Office Administration. Her bilingual skills and charismatic personality make her a favorite of many of the firm's contacts. Espie attended the NIPA Basics of Retirement Plans and passed the Pension Administrator's 1st course. She is in the process of completing the 2nd and 3rd courses to further her education in the pension field. Espie handles all Participant distributions, including loans and hardships for our clients.

Pany F. Rumteen

Pany joined the firm in 2000. As mother of two beautiful children, Pany balances her time between being a superstar wife and mother, and working at GSA. Pany's areas of expertise include annual valuations, data packages, documents, annual reporting forms and extensions. Additionally, she is our ShareFile guru, expertly troubleshooting and assisting our clients with this cutting edge secure enterprise file share system. Outside of the office, Pany can often be found blowing off steam at a spin or boxing class. Her outgoing personality and easygoing nature make her a favorite around the office and with our clients. Pany graduated from California State University Northridge with a bachelor's degree in Psychology. 

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Marcy Chambers

Marcy has been a part of the GSA family for over 10 years. She joined the firm in 2002 and is an expert on all things Goldberg, Swedelson & Associates. As Office Manager, her primary role encompasses administrative procedures and ensuring that the office is properly equipped. She is also responsible for coordinating data packages, terminations, Plan assemblies, preparing documents and e-filing. Outside the office, Marcy is an avid student of international cuisine and loves to spend time with her children and grandchildren. Her warmth and infectious smile brighten the office considerably.

Michael G. Morente

Michael started working for GSA in 2016 as an administrative assistant and has worked his way up to become the lead Plan Administrator for EZ Plans. Aside from assisting clients, preparing annual valuations and managing our company database program, Michael is the office tech guy. His attention to detail and graphic design skills have helped GSA produce a number of resources, such as this website. He is currently working on obtaining his QKA.  Outside the office, Michael likes attending music festivals, traveling and cooking.  He graduated from Arizona State University with a degree in Business Administration.

Daisy Y. Huerta

Daisy joined the firm in 2016. She assists the different departments of our company by preparing election forms for clients, sending out data packages, and handling the daily office activities needed to keep the office running smoothly. Daisy is in the process of completing the Retirement Plan Fundamentals course from the ASPPA Retirement Plan Academy. She enjoys working out every day by lifting weights every morning and practicing yoga in the evenings. She also enjoys playing video games, practicing guitar, and learning French. Daisy graduated from the University of California, Berkeley with a degree in History.

Heather A. Clare

Heather joined our team in 2019. She graduated from the University of California, Irvine with a bachelor’s degree in International Studies. She facilitates distributions and provides support to our various departments. She has completed the ASPPA Retirement Plan Fundamentals and NIPA Distributions Administrator courses. Outside of the office she enjoys dancing and practicing yoga.

© 2018 Goldberg, Swedelson & Associates