5628 Copley Drive San Diego, CA 92111

Meet our leadership team

  • Greg Allan

    President
    Greg joined San Diego Pension as their CFO in 1996, he has worked in the Public Accounting and Finance field for over 35 years. He then became President of San Diego Pension in 2008. He graduated from Brigham Young University with a major in both Accounting and Business Management. He received his CPA certificate in 1980 and worked in the Public Accounting field for 7 years till he decided to move into the private sector.
  • Aaron Dorsey

    Director of Consulting Services

    Aaron joined San Diego Pension Consultants in 2017. He earned his Bachelor of Science degree from San Jose State University in 1994. With over 23 years of sales, marketing and consulting management experience, Aaron brings a wealth of knowledge to our team. Most recently, he ran a very successful insurance employee benefits company which allowed him to become well versed in the retirement services industry.

    Aaron resides in North County San Diego, with his wife, two boys and golden retriever. In his spare time, he volunteers coaching youth sports in San Diego. He also enjoys golfing, surfing and going to the beach with his family.

  • Jim Peterson, ERPA, APA

    Vice President
    Jim joined San Diego Pension Consultants in 1985. With over 34 years of industry experience, Jim is viewed as an expert in both defined benefit and defined contribution plan administration. Though not an actuary, he is well versed in the complicated actuarial principals that are the backbone of defined benefit and cash balance plans. Jim received his Accredited Pension Administrator (APA) credential through the National Institute of Pension Administrators (NIPA) in 1990. In 2009, the Internal Revenue Service introduced a new designation to allow certified pension professionals to represent taxpayers in front of the IRS. Jim was one of the first professionals in the country to obtain the Enrolled Retirement Plan Agent (ERPA) credential in 2009.
  • Cyndie Fessenden, ERPA

    Vice President Client Services
    Cyndie started her career with San Diego Pension Consultants in 1996. As a rule-follower by nature, a career in retirement plan compliance has been a perfect fit for Cyndie. She loves helping clients navigate the complex web of IRS and DOL rules to create the best outcomes for their employees. She is a founding member and former President of the San Diego Chapter of the National Institute of Pension Administrators (NIPA). She also maintains membership in The American Society of Pension Professionals and Actuaries (ASPPA). Cyndie holds a degree in economics from the University of California at San Diego.
  • Ken Vollmer

    Actuary
    Ken joined San Diego Pension Consultants in 2016 and has over 30 years’ experience in the pension actuarial field, consulting on plans that cover the broad spectrum of plans in size and complexity. He graduated from the State University of New York at Buffalo with a BA in Statistics and Economics. He is an Enrolled Actuary, a Member of ASPPA’s College of Pension Actuaries (ACOPA), and a Member of the American Academy of Actuaries. Ken previously co-chaired ASPPAs Education & Exam committee and currently chairs the ACOPA RPA Advisory Group. Ken is also a member of the ACOPA Leadership Council.

Put our experience to work for you

SD Pension is by no means the first company that I have worked with for defined benefit plan services. It’s not the first, but it’s clearly the best. DBP’s are complex; mistakes have serious ramifications and, yet, you can’t ignore them because the tax benefits are significant. Two things make SD Pension unique in the field. First, you have easy access to smart people that have been in the field for years if not decades. They are accessible; they have seen your concerns before; they know the answers. Second, they’re are not just focused on your this year tax return. Getting into these plans and managing these plans is one thing; preparing for a proper exit is quite another and, done incorrectly, can rob you of many of the benefits. Once again, SD Pensions has been there before and they can provide the needed advice. Bottom line, SD Pensions is simply the best.

John Major