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Product & Technical Sales Team

Defined Contribution Product & Technical Sales
 
Robert (Bob) M. Congdon, QKA
Bob collaborates with financial professionals to provide plan design solutions to employers seeking to maximize their retirement savings while providing retirement plan benefits to their employees.


Bob's industry experience includes defined contribution plan administration for prevailing wage (Davis-Bacon) plans, multiple employer plans (MEPs) and complex 401(k) plans. At a national insurance company, he provided pension plan underwriting services.

Bob earned his Bachelor of Science degree in Accounting from Ball State University. He has also obtained his Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
 
 
Defined Benefit & Cash Balance Product & Technical Sales
 
Jerry Filipski, FSA, EA
Jerry Filipski is a vice president for Ascensus Consulting.  He is the site leader for its New Jersey operations where he is responsible for leading a team of actuaries that provide complex pension plan designs and administration of defined benefit and defined contribution plans.
Prior to joining Ascensus Consulting (formerly ExpertPlan), he owned his own third party administration firm for 25 years which was acquired by ExpertPlan in January 2009. Ascensus acquired ExpertPlan in 2013.

Jerry earned his Bachelor of Arts degree in Mathematics at Duke University where he graduated Magna Cum Laude and with Distinction in Mathematics. He currently is a Fellow of the Society of Actuaries and an Enrolled Actuary with the Joint Board.