AARON JUCKETT, CPA, CPC, QPA, QKA
Aaron Juckett is an ESOP consultant and the founder of ESOP Insourcing LLC, an ESOP consulting and administration firm dedicated to providing ESOP companies with a first-class ESOP experience. Aaron has 16 years of management and professional experience, including 12 years in the ESOP industry. He has provided implementation and ongoing administration and consulting services to hundreds of ESOP companies, developed ESOP information systems, and audited qualified retirement plans. Prior to founding ESOP Insourcing, Aaron was a shareholder of BCI Group and a manager of the Principal Financial Group’s ESOP department.
Aaron is a frequent speaker on a variety of ESOP topics. His involvement in the ESOP Association includes serving as a Chapter Officer for the Wisconsin Chapter and membership in the Ownership Culture Committee. Aaron is the author of The One-Stop ESOP Blog (www.onestopesopblog.com), a blog dedicated to providing ESOP companies and professionals with a single location on the Web to find all of their ESOP information, and ERISA Rules and Regulations (www.erisarulesandregulations.com), a blog dedicated to helping ESOP companies and professionals stay current on the ever-changing retirement plan rules and regulations.
Areas of Experience
- ESOP administration and consulting
- ESOP information systems
- ERISA qualified retirement plans
Professional Designations
- Certified Public Accountant (CPA)
- Certified Pension Consultant (CPC)
- Qualified Pension Administrator (QPA)
- Qualified 401(k) Administrator (QKA)
Professional Memberships
- The ESOP Association (TEA)
- The National Center for Employee Ownership (NCEO)
- The American Society of Pension Professionals & Actuaries (ASPPA)
- The American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
- Wisconsin Retirement Plan Professionals Ltd. (WRPPL)
Education
Aaron received a Bachelor of Business Administration from the University of Wisconsin – Eau Claire.
Aaron can be reached at 800-837-3112 or ajuckett@esopinsourcing.com.