Suggestions
Patrick Collar
Pension Consultant at Nicholas Pension Consultants
Patrick Collar is a Partner and Consultant at Nicholas Pension Consultants, specializing in providing third party administration services for retirement plans like 401(k), 403(b), Profit Sharing plans, and actuarial services for Defined Benefit/Cash Balance Plans.
With a background in Business, Marketing, Finance, and Economics from California State University, Chico, Patrick is dedicated to educating clients, Financial Advisors, CPAs, EAs, and accountants on the complexities of qualified retirement plans in a simple and understandable manner.
Patrick's approach is goal-driven, understanding that each plan is unique and requires personalized solutions. He focuses on maximizing owner's contributions, optimizing tax deductions, and structuring benefits to attract and retain key employees.
Through thorough analysis and tailored plan designs, Patrick ensures that the plans he develops align with the sponsors' objectives. He also conducts reviews to identify and address any existing plan issues, challenges, or problems, offering suitable solutions for continued improvement.
Nicholas Pension Consultants under Patrick's guidance delivers customized plan designs, comprehensive administration processes, and valuable education to empower clients in navigating the complexities of retirement planning.