28 Demond Place • Somerville, NJ 08876

About Us

Our principals, Eric and Larry, first began consulting with clients and their financial advisors, accountants, attorneys, and other trusted advisors about their retirement plan needs more than 30 years ago. The team has established 1000s of plans of almost all types and sizes during their lengthy careers. They’ve seen many changes during those years, but one thing hasn’t changed: their commitment to providing the highest level of service and integrity from start to finish.

The Best Way to Understand Who We Are is to Learn About Who We’ve Helped.

George runs a small but quickly growing company. He has an excellent staff and wants to keep them and hire new high-quality employees to help his business continue its success. He knows that having a robust employees benefits program will help him retain his current employee and help distinguish his business as one of the best in the area to work for. Pathway Retirement set up a safe harbor 401(k) with profit sharing that will allow him to maximize his individual benefit and provide generous contributions to his employees. Because the tax savings more than offset the employees’ cost, it’s a win-win for all.

Bill owns a very successful consulting firm with 8 employees. He is approaching retirement age, but because he’s been re-investing in his business all these years he hasn’t set much aside for his personal savings. Pathway Retirement established a 401(k)/Cash Balance Plan combination that allows him to contribute (and deduct) more than $250,000 annually, with more than 80% of that going to his retirement accounts. In 5 years he expects to have well over $1 million in his account and combined with what he expects from the proceeds of selling his company one day, will make for a very comfortable retirement.

Meet Our Experts

Managing Partner

Larry brings over 20 years of experience in qualified retirement plan administration. He focuses on an individualized, effective strategy in order to set up a retirement plan tailored toward small-to-medium sized companies. Larry concentrates on regulatory changes as they impact qualified retirement plans in order to meet his clients’ needs and provide them with the best services. 

He has extensive experience in assisting clients in dealing with Department of Labor and Internal Revenue Service inquiries. Larry excels in non-discrimination testing, Form 5500 preparation, allocation of employer profit sharing and matching contributions, plan document installation, and plan design. 

Larry’s is certified by the American Society of Pension Professionals and Actuaries (ASPPA) as a Qualified 401(k) Administrator (QKA). He regularly attends numerous industry conferences and webinars to stay up to date on the constant changes that affect qualified retirement plans including defined contribution plans such as 401(k) and profit sharing plans as well as defined benefit plans including cash balance and traditional pension plans. He also has served as Membership Chair for the Worldwide Employee Benefits Network (WEB).

Larry lives in Mahwah, NJ with his wife, Noelle, and their son. Larry enjoys skiing, ice hockey, ATVing, and traveling with his family. He has served his community as a member of the Mahwah Board of Adjustment, spent many years as a board member and President of a local homeowners association and is a Boy Scouts of America volunteer. He especially enjoys coaching youth chess and is attempting to learn piano.

Managing Partner

Eric has been working with qualified retirement plans for over 30 years and has consulted on pensions and third-party pension administration for nearly 20 years. Always helpful for his clients, Eric has established more than 1,000 plans for clients from coast to coast. 

His focus is on the intelligent design of Profit Sharing/401(k) and Defined Benefit plans, a process involving in-depth fact-finding with the clients and their financial-, tax-, and legal advisors to ensure that the plan is appropriate for his clients, their businesses, and their employees. 

Eric has been a featured speaker for accountants, small-business groups, Chambers of Commerce, investment firms, and insurance agencies. He has been interviewed on radio and newspapers on subjects related to retirement plan design and administration and changing tax legislation as well.

Eric lives in Somerville, NJ, with his wife, Debbie and their two rescue dogs—Gracie and Pepper. Eric enjoys riding his motorcycle, and they both love golf and volunteer for various dog rescue organizations. In addition, as a kidney transplant recipient, Eric is passionate about spreading the word about “the gift of life” and volunteers with The NJ Sharing Network.