YOUR FIDUS PARTNERS
Justin F.J. Greindl, FSA, EA, MAAA, MSEA
Owner + Actuary
Justin specializes in helping clients with retirement and tax-deferral strategies that impact their bottom line to make a difference in their lives.
Justin has 18 years of retirement industry experience with both corporate employee benefit firms and boutique TPA firms. Justin has consulted to hundreds of clients ranging from corporations to small businesses, helping employers of all sizes to achieve their financial goals. To accomplish this, he presents at seminars to educate financial advisors, CPAs, and other industry professionals about the benefits of retirement plans for their clients. Justin is a valuable resource to industry professionals and clients alike because of his unique ability to maximize and deliver valuable solutions.
Jonathan Zimbler, EA, MSEA
Actuary
Jonathan has 16 years of industry experience working on a diverse set of retirement plans
ranging from 401(k) and cash balance plans for small businesses to pension plans for
municipal police and fire departments. Jonathan has worked tirelessly to help each
organization meet goals providing significant tax deferral opportunities for owners and
fantastic employee benefits for employees leading to greater retention.
Prior to joining Fidus Actuarial Solutions, Jonathan worked as an actuary for a client service
oriented TPA firm while managing a team of retirement plan administrators. Jonathan was
also heavily involved with proposals and trustee education meetings as well as heading the firm’s 316 fiduciary services.
Specialized Education and Credentials
- Bachelor of Science, University of Michigan
- Enrolled Actuary, Joint Board of Enrolled Actuaries, 2011
- Member, Society of Pension Actuaries (Now Society of Enrolled Actuaries), 2011
- Commitment to continuing education through multiple specialized seminars annually
Jonathan and his wife Lisa live in Chicago near the children’s hospital at which she works. During their down time, Jonathan and Lisa can often be found cheering on the Cubs and Michigan football. Jonathan also enjoys playing many card and board games especially with his eight nieces and nephews.
Value-Added Services
- Retirement Plan Consulting and Tax-Deferral Strategies
- Plan Design Tools with Value Maximizer
- Client and Colleague Education
- Insights into Employee Attraction and Retention
- Annual Plan Compliance and Administration Procedures
Specialized Credentials and Education
- Fellow, Society of Actuaries
- Member, Society of Enrolled Actuaries (fka Society of Pension Actuaries)
- Enrolled Actuary, Joint Board of Enrolled Actuaries
- Member, American Academy of Actuaries
- Bachelor of Science with Distinction in Actuarial Science, University of Illinois at Urbana-Champaign