President, W. H. Black & Company

William H. Black, Jr.

Bill Black has been in the pension administration business for over 45 years and is responsible for the consulting and marketing efforts of the firm throughout the United States.

Bill has a B.A. from Rollins College in Business Administration and Economics, is a CLU, ChFC, Life and Qualifying member of the Million Dollar Round Table (MDRT), and 20 times Court of the Table and 20 times Top of the Table qualifier. Bill brings that unique and necessary combination to the marketing effort. He is comfortable with the explanation of complex ideas and able to put them into easily understood concepts.

Having spoken nationally and internationally on the topics of qualified plans, Bill is a much sought after speaker. He is certified to teach continuing education to CPAs. Additionally, he has had numerous articles published in industry journals and has been featured on radio programs and podcasts that address financial planning matters.

Licensed in 42 states, PensionSpecialist.net has a national presence. Bill has marketed and administered plans in virtually every state in the union.

Professional Experience

1984 to present

President, W. H. Black & Company
Orlando, Florida

1979 to 1984

Talmar Associates, Inc.
Altamonte Springs, Florida
Indianapolis, Indiana

Education

Bachelor of Arts,
Business Administration and Economics
Rollins College

Professional Designations

Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Life and Qualifying member MDRT (Million Dollar Round Table)
20 time Court of Table (MDRT)
20 time Top of Table (MDRT)

Published Articles

Industry Expert Bill Black Recognized in Published Articles

401(k) Plans: They Are All the Same… Right?
07/16/13 Article on ACHRNews.com
The 8 Worst 401(k) Mistakes Made by Self-Storage Employees
10/15/13 Don’t make these mistakes with your 401(k) plan. Be vigilant!
Which Tax-Deductible Pension Plan is Right for Me?
09/26/13 Choosing the correct type of tax-deductible pension plan is imperative.
Which Tax-Deductible Pension Plan Is Right for Me?
08/07/13 You review your stock and bond portfolio…Have you reviewed your 401(k)?
Does Your Business Need a ‘Retirement Plan’?
12/18/13 Article on inddist.com
Does Your Business Need a ‘Retirement Plan’?
12/30/13 Article on manufacturing.net

Testimonials

Trusted by Our Clients

Our CPA firm has been working with Bill Black and his team for over 20 years. Rarely do you find someone who can explain complex retirement plans in plain English and have an administrative team that knows how to execute compliance and timeliness as well as they do. We highly recommend his firm for all your qualified pension service needs. Great professional partner to have.

Michelle H.CPA

Having worked with Bill Black and his team for the last seven years, I confidently recommend them for their exceptional professionalism, extensive understanding and knowledge, and dedication to quality work. The team consistently delivers results quickly and accurately.

Linda D.CPA

Bill has been an advisor to me for almost 10 yrs and one of his greatest attributes is his availability and knowledge of tactics and plans to achieve our goals. He is an asset!

V.S., M.D.Client

Words cannot describe my appreciation for Bill, Julie and Kelly. Their professionalism, responsiveness, and knowledge in Pension Administration has been nothing less than outstanding. They handled launching my defined benefit and 401K program at my Medical group of 75 employees and 8 offices. Additionally, Bill's knowledge and experience in life insurance is very useful. They go above and beyond their services. I have recommended them to many of my friends who now utilize their services. On a personal note, Bill and Kelly make it a point to join me for breakfast and coffee any time I'm in Florida (usually at Disney World Hotels). Also, he flies out to meet me in Los Angeles at least once a year.

Jamie L., D.O.Client

Bill and his team have been beyond helpful for our company. They are always quick to respond to emails or calls and willing to help as long as it takes. Bill will always go the extra mile. We trust him and his team in doing what is best for our company.

Jaime S.Client

I love working with Bill and his team. Everyone in the office is great. They are quick to respond, so helpful, and very knowledgeable. They make me feel as though I’m their only client. I couldn’t imagine using any other firm.

Cynthia M.Client

Bill always gets back to us very quickly and thoroughly answers any questions we have. He also makes an attempt to meet us in person a couple times a year at the office for a review and to answer any employees' questions. Bill is a nice guy.

Kevin L., Esq.Client

Bill’s financial insights and uncanny ability to simplify and explain complex investment questions is truly remarkable.

Don S.Client

We highly recommend W.H. Black & Company! Bill, Julie, and the entire team have always provided excellent knowledge and customer service regarding the administration of our company’s 401K and profit-sharing plans. As a long-term client, we have always relied on them to expertly provide the information and direction we need, as well as the answers to any questions we have.

Amber W.Client

Bill and his team combine exceptional responsiveness with real financial impact, having saved my clients hundreds of thousands of dollars. What makes them stand out even more is their calm, composed approach and their commitment to educating clients every step of the way.

Joey P.CPA
This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.

View All of Our Services

Personalized Analysis

Let us help you find the perfect plan for your needs.

Review & Redesign Plan

Times change. A second opinion can help make sure your plan is still working as efficiently as possible.

Implement a Plan

Once you’re comfortable with our recommendations, we’ll move forward with putting the plan in place.

Plan Takeovers

Not satisfied with your current team? Interested in a more personalized, concierge-level service? Let us accommodate you.

Let Us Build a Qualified Plan Tailored to Your Needs

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