Best Practices Advisory Board
Disciplined Investment is committed to serving our clients with the industry's best practices. For you, that means a commitment to mitigate legal liability and realize the full potential of your plan's benefits.
To keep us at the cutting edge of retirement plan best practices, we are fortunate to have developed an Advisory Board of top experts from around the country. Brief bios of these experts are provided below:
James Holland, Director of Business Development, MillenniuM Investment & Retirement Advisors, Charlotte, NC
James is a member of the management team at MilleniuM, one of the nation's leading fiduciary consultants to retirement plans. A sought-after speaker for retirement plan conferences around the country, James champions the use of best practices and is on the cutting edge of new developments in the retirement plan field.
Tad Render, CPA, Principal, Miller Cooper & Co., Ltd., Chicago, IL
Tad is an audit principal with the CPA firm of Miller Cooper, currently the 11th largest accounting firm in the Chicago area and among the largest in the audit of retirement plans. He has a special expertise in retirement plan auditing, leads the firm in that arena, and provides our Advisory Group with a front-line view of client best practices and both IRS and Department of Labor hot buttons.
Paul Altman, Attorney, Retired Partner, Pedersen Houpt, Chicago, IL
Paul retired in May 2013 as a partner at the Chicago law firm of Pedersen Houpt. Over the course of nearly four decades at the firm, he was a leading voice on a wide range of ERISA matters and established a solid record of success in both defending and prosecuting ERISA claims for benefits. Paul brings a wealth of legal experience and wisdom to the Advisory Group.
Ary Rosenbaum, Founder, The Rosenbaum Law Firm P.C., Garden City, NY
Ary is an ERISA/retirement plan attorney for The Rosenbaum Law Firm P.C. in New York. One of the more actively published and quoted ERISA/ retirement plan attorneys in the country, Ary is a thought leader on best practices who also has the benefit of extensive hands-on experience in previously handling the day-to-day administration of retirement plans.
Mike Lauesen, Chair, Vistage International, Chicago, IL
After serving as founder and CEO of a successful mid-market company, Mike is now a Chair for Vistage International. At Vistage, he is a passionate coach and mentor for groups of both CEOs and professional advisors. With his experience in counseling a wide range of organizations, Mike provides our Advisory Group with the perspective of a business owner and plan sponsor.