MGKS

6530 N. 16th St.

Phoenix, AZ 85016-1306

Telephone: 602-944-1515

Email: info@mgks.com

 

 

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About Us

MGKS is a third party administrator and has been providing full-service employer sponsored retirement plan administration and consulting since 2000. Our firm began in 1980 under the name Matthews and Associates. Over the years, our firm has experienced change, but our commitment to providing quality, timely and professional services has not been altered. As third party administrators we assist employers in the design, implementation, administration and communication of a wide range of retirement plans. MGKS is committed to providing these services to our clients in a timely, accurate and cost-effective manner.



We are passionate about helping businesses all over the country implement retirement plans that promote their objectives, control costs and give employees a sense of security.



MGKS works hard to take the confusion out of retirement plan administration duties and decision making by providing our clients with the consulting and technical expertise they need. We are committed to maintaining effective state-of-the-art computer systems and applications for administrative procedures. This permits us to process our client's work more efficiently while ensuring the highest standards of quality.

Our Team

Alan Gold, CPA

Partner

Russell J. Snow, EA

Partner

 

Henry DeSpain, APA, QPA, ERPA

Partner

 

Steven R. Matthews, EA, ASA, MAAA, MSPA

In Memoriam

Sharon Kennedy 

Retired

Sherry Salzman, QPA, CEBS, QKA, FLMI, ERPA

Manager Defined Contribution Plans

 

​Sherry Salzman joined MGKS in 2000 and has worked in the retirement services industry since 1986. Her credentials include the designation of Certified Employee Benefit Specialist (CEBS) from the International Foundation of Employee Benefit Plans. In addition, she has earned the Qualified Pension Administrator (QPA) and Qualified 401k Administrator (QKA) from the American Society of Pension Professionals and Actuaries. She also holds the Fellow of Life Management Institute (FLMI) designation through LOMA. Sherry is an Enrolled Retirement Plan Agent (ERPA) which allows her to play an active role in representing employers before the IRS on retirement plan matters. She is passionate about providing quality service to our clients and works hard to ensure our clients' plans are administered efficiently.

Shawn Parker, CPC, QPA, ERPA

Partner

 

​Stargret Thompson, QPA, ERPA

Manager Defined Contribution Plans

 

Stargret Thompson came to MGKS in 2001 bringing over 15 years of pension administration experience. She has spent the last 10 years managing defined contribution plans in a third party administration environment. She has earned the Qualified Pension Administrator (QPA) from the American Society of Pension Professionals and Actuaries. In addition, Stargret is an Enrolled Retirement Plan Agent (ERPA) which allows her to play an active role in representing employers before the IRS on retirement plan matters.​ The defined contribution team, and the clients they serve, benefit from her technical expertise and proactive approach to customer service.

Elaine Tobias​

Manager Defined Contribution Plans

 

Elaine Tobias has worked for MGKS since 2007 and has had over 20 years of pension administration experience.  She earned her Pension Administrator designation from the American Society of Pension Professionals and Actuaries (ASPPA).  She has trained and managed new Administrators for defined contributions the last 12 years and is actively involved in the daily processes and relationships with our clients’ plans.

Professional Staff

We have a staff of over 20 experienced Plan Administrators that have an average of over 10 years of experience working on retirement plans and third party administration. They take pride in providing service to our clients that is accurate, timely, and friendly. They have worked hard to enhance their technical proficiency by obtaining designations like ERPA, QPA, and APA. We also have a dedicated loan and distribution processing team as well as plan document and new business/takeover conversion specialists.

Designated Staff

EA (Enrolled Actuary)

Russ Snow

 

CPA (Certified Public Accountant)

Alan Gold

 

ERPA (Enrolled Retirement Plan Agent)

Henry DeSpain

Sherry Salzman

Stargret Thompson

Shawn Parker

Susan Williams

Johanna Hesketh

Joanne Ellis

Mike Lee

 

QKA (Qualified 401(k) Administrator)

Sherry Salzman

Michelle Holt

Sarah Nolte

Certified Employee Benefits Specialist (CEBS)

Sherry Salzman

 

Fellow of Life Management Institute (FLMI)

Sherry Salzman

 

 

CPC (Certified Pension Consultant)

Shawn Parker

Michelle Holt

Mike Lee

QPA (Qualified Pension Administrator)

Henry DeSpain

Sherry Salzman

Stargret Thompson

Shawn Parker

Johanna Hesketh

Joanne Ellis

Michelle Holt

Mike Lee

 

APA (Accredited Pension Administrator)
Henry DeSpain

Susan Williams

Johanna Hesketh

Joanne Ellis

Ruth Ivory

Vicky Jones