Jesse D. Coates, ERPA, CPC, QPA
Jesse started Think Retirement when he realized that there was a need for a dedicated retirement plan professional that can provide plan sponsors with a complete understanding of their retirement plan(s) and do so in a manner that is easy to understand. With 27+ years of experience in the industry working with top professionals, Jesse brings a depth of knowledge that is difficult to find in today's retirement plan industry.
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When Jesse is not working, he likes to spend time with his wife and two children, golfing, traveling and completing woodworking projects in his workshop.
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About the Owner of Think Retirement
Jesse is a respected professional in the retirement industry, holding multiple esteemed credentials: ERPA (Enrolled Retirement Plan Agent), CPC (Certified Pension Consultant), and QPA (Qualified Pension Administrator). His journey reflects a deep commitment to helping businesses navigate the complexities of retirement plan administration and compliance.
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Background
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Jesse's expertise is backed by years of experience in guiding companies through the nuances of qualified retirement plans. As an ERPA, he is authorized to represent clients before the IRS on retirement plan matters, showcasing his high level of competence in understanding complex tax laws and regulations. His CPC and QPA certifications highlight his proficiency in both the technical aspects and the operational management of retirement plans.
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Expertise and Contributions
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With a passion for excellence and precision, Jesse has developed a reputation for not only understanding the intricate details of pension plan regulations but also for offering practical, clear solutions to plan sponsors. His in-depth knowledge allows him to ensure that retirement plans are not only compliant with federal laws but are also optimized for the benefit of both employers and employees.
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Commitment to Integrity
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One of Jesse’s defining qualities is his dedication to integrity. Whether he's designing custom solutions for businesses or navigating a challenging compliance issue, Jesse prioritizes ethical standards and transparency. He’s known for his ability to communicate complex regulations in a way that’s understandable, empowering clients to make informed decisions about their retirement plans.
Through his work, Jesse has become a trusted advisor to countless organizations, helping them secure the financial future of their employees while maintaining regulatory compliance.
Contact
I'm always looking for new and exciting opportunities. Let's connect.
262-315-6739