Jacob Bourgeois, QKC, CBS

Pension Administrator

Jacob has been working in the pension industry since 2021 and specializes in the design, administration, and ongoing maintenance of qualified retirement plans. He primarily supports defined contribution and cash balance plans, helping ensure they remain compliant while meeting the strategic goals of clients and their advisors.

He holds the Qualified 401(k) Administrator (QKA), Qualified 401(k) Consultant (QKC), and Cash Balance Specialist (CBS) designations, reflecting his commitment to technical expertise and continued professional development. Jacob is known for his attention to detail and his ability to navigate complex pension rules with a practical, client-focused approach.

Guided by a commitment to integrity, excellence, and client service, Jacob works to deliver accurate, reliable results and build lasting relationships with the clients he serves.

Jacob enjoys playing video games with family and spending time with his young children, taking them out to explore and experience new activities together.