Richard Green's Email & Phone

Richard joined Windes & McClaughry in 1991 and is currently a partner in the firm's Employee Benefit Services department. With expertise in plan design, administration, and compliance for employee benefit plans, Richard's practice focus includes pension and profit sharing plans, 401(k) and 403(b) plans, cafeteria plans, defined benefit plans, plan compliance and correction, and IRS reporting. Additionally, Richard provides consultation on all qualified plan issues, non-discrimination testing, ERISA compliance reviews, retirement distribution planning, plan qualification, and plan design and implementation. Richard has served the retirement plan needs of small-to middle-market businesses and professional corporations since 1981. He has authored several articles on various retirement plan issues and was the recipient of the firm's Excellence in Technical Achievement Award in 2001. He became a partner in the firm in 2004 and was named department head in 2008. Education Bachelor of Arts in Economics, San Francisco State University Professional Affiliations American Society of Pension Professionals and Actuaries, Certified Pension Consultant, Qualified Plan Administrator, Qualified 401(k) Administrator, and Associated Professional Member National Institute of Pension Administrators, Accredited Pension Administrator