Jo-Ann Massanova, CPC, QPA, ERPA, CLU, CHFC
President and owner with the firm of Estate & Pension Advisory Board in Cherry Hill, New Jersey.
Retirement Plan Consultant
- with 30 years experience and expertise in New Business Development / Business Strategies / Customer Relations / Plan Administration
Key Strengths
- People Motivator
- Bottom Line-Oriented
- Optimistic & Enthusiastic
- Timeline Conscious Anticipating and Solving Problems
- Respond Quickly to Change
- Persistent in Project Completion
Professional Industry Designations
- CPC (Certified Pension Consultant) and QPA (Qualified Pension Administrator)
- CLU (Chartered Life Underwriter)
- ChFC (Certified Financial Consultant)
- Enrolled Retirement Plan Agent (ERPA)
Professional Affiliations & Accomplishments
- Past President and founding Board member of the ASPPA Benefits Council of the Delaware Valley.
- Past President of the South Jersey Chapter, Society of Financial Service Professionals (SFSP) 2012-2013 & is a continuing Board member.
- Has written numerous published articles relating to diverse retirement plan topics.
- Continuing Education speaker for many organizations on various retirement plan related topics.

Terry Paynter, MSPA, CPC
Consultant
Terry is a consulting actuary who retired in 2020 but remains as a consultant with the firm of Estate & Pension Advisory Board in Cherry Hill, New Jersey to work on special projects. Terry has over thirty years of experience in the pension industry.

Ron Massanova
Chief Financial Officer & Chief Operating Officer
Ron is the Chief Financial Officer & Chief Operating Officer with the firm of Estate & Pension Advisory Board in Cherry Hill, New Jersey. Ron has over twenty five years of experience in the areas of finance & accounting.
Ron handles all financial matters of the firm as well as overseeing the firm's benefit programs and coordinating the management of the programs with the service providers handling the benefit programs for the firm. In addition, Ron heads the trust accounting department which is responsible for reconciling plan assets as part of the annual valuation process and provides internal IT support for computer equipment and software.

Mary Ann Rocco, EA, FSEA
Mary Ann started her actuarial consulting firm in 1987 in Huntington Beach, CA. Mary Ann’s firm provides actuarial services with a focus on combination plan designs including Cash Balance Plans.
Mary Ann has served on the COPA and ACOPA board of directors and acted as ACOPA President in 2010.
Mary Ann is currently a member of the ASEA Government Affairs Committee and a frequent speaker at various conferences throughout the country.

Management Team

Company