David Tenenbaum is the Director of Retirement Plans at Precision Financial Services, providing plan administrative and operational support, and assistance with qualified plan compliance. He graduated with a Juris Doctor (JD) from Southwestern School of Law in Los Angeles in 1983, and received a Master’s degree in taxation (LL.M.) from the University of Miami School of Law in 1984. David is admitted as an attorney in New Jersey. In addition, David is a Qualified Pension Administrator (QPA) with the American Society of Pension Professionals and Actuaries (ASPPA), a national association devoted to the preservation of qualified retirement plans for the private sector.
In his role, David supports Precision Financial Services by using his legal and tax background to craft tax-efficient retirement strategies for clients with corporate and individual retirement plans.
He is a consulting attorney to Squire Retirement Plan Services, Inc.,* a third-party administration firm that handles administration and compliance for pension, profit sharing, 401(k), and money purchase pension plans, and he also consults on 403(b) plans. David holds FINRA Series 7, 63 and 65 registrations, as well as his New Jersey life insurance license.**
David resides in West Orange, New Jersey, with his wife, Laura. Together, they have three grown sons: Marcus, James, and Sam. When not meeting with clients, David and his wife enjoy traveling.
*Legal services are not offered by PFS Partners, LLC or Precision Financial Services. Squire Retirement Plan & Consulting Services, Inc. is not affiliated with PFS Partners, LLC or Precision Financial Services.