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 National Conference on Employee Benefit Plans
2009, 2010, 2011, 2013, 2015, 2016
AICPA Small Business Practitioners Tax Conference
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.
Lynn Kim, QKA
Senior Pension Administrator
Lynn joined the firm in 2007. Since working for GSA, Lynn obtained his Qualified 401(k) Administrator credential from American Society of Pension Professionals and Actuaries. He specializes in 401(k) Plan administration, calculations, reconciling, compliance, and testing. A graduate from San Francisco State University with a bachelor's degree in Film, Lynn continues his education by participating in many online seminars and workshops to stay up to date on pension related matters. He is an invaluable member of our team and is key to the success of our firm and its high reputation.
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.
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.
Noelle K. Smith
Noelle joined the firm in 2015. Her responsibilities include preparing and assembling annual valuations, assembling and tracking annual data packages, preparing and transmitting documents, settling overdue accounts, onboarding new employees, and calculations and testing. She is an eligible candidate for the Qualified 401(k) Administrator credential from the American Society of Pension Professionals and Actuaries, and is enrolled in courses to obtain the Qualified Pension Administrator credential. Noelle graduated from the University of California, Los Angeles with a major in Psychology.
Mike G. Morente
Mike is one of the new additions to the GSA family. He graduated from Arizona State University with a major in Business Administration. His skills with technology, positive personality and eagerness to learn, make him a joy to work with. Mike is enrolled in the ASPPA Retirement Plan Fundamentals Course and plans to continue his education to eventually become a Qualified Plan Administrator.
Daisy Y. Chavez
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.”