As one of the founding partners of Dunbar, Bender & Zapf, Inc., Jim has forty years of employee benefits experience and specializes in defined contribution and defined contribution/defined benefit combo plan consulting. Starting his employee benefits plan career in 1977, Jim worked on his first 401(k) plan in 1979 and his first ESOP in 1981. Since the late 1970s, Jim has helped hundreds of clients with their 401(k), profit sharing and employee stock ownership plans.
Jim is directly involved with all aspects of new case marketing, plan implementation/conversion, plan design consulting and compliance testing. Jim heads the firm’s marketing, compliance and plan design for DBZ, Inc.’s various administrative alliances. Those include allocated account platforms of major mutual fund and insurance companies and DBZ’s payroll alliance with Advantage Payroll.
Over his career, Jim has been a frequent speaker for continuing education seminars covering retirement plan design, administration and compliance. On a national level, Jim has been selected to serve on the national TPA Advisory Council for John Hancock’s Retirement Plan Services Division and has served on the TPA Advisory Council for Mass Mutual’s Retirement Plan Division for four years. Working with both large and small plans, Jim’s experience and knowledge of retirement plan compliance, investment platforms, payroll and design consulting brings value-added expertise to DBZ’s clients.
Jim is a 1976 Clarion State University graduate, and he and his wife Karen reside in the South Hills. The Benders cherish family time with their 4 grandchildren, and are actively involved with Feed My Sheep Association, a charity supporting an orphanage.