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Hero of the Month

September 2016 Hero of the Month


Barry Max Levy, QKA
Levy & Associates

After his term as president of the national organization ASPPA (American Society of Pension Professions and Actuaries) and as local president of the ASPPA Benefit Council of South Florida Barry wanted to devote volunteer time to our local community.  He is a founding director of the monthly Fort Lauderdale Beach Sweep beach cleanup. The Fort Lauderdale Beach Sweep is partners with the City of Fort Lauderdale and the Kids Ecology Corp.  The Beach Sweep’s September 10th cleanup is its 1-year anniversary and is part of the Ocean Conservancy’s International Coastal Cleanup.  Barry is a board member and Co-Chair of the not-for-profit Outre Theater Company.   Outre produces shows that contain social messages relevant to our community.  He is a member of Tobacco-Free Broward and on 2-1-1 Broward’s Corporate Partners committee.  Barry Max Levy, QKA is a Pension Consultant and President of Levy & Associates, a TPA (third-part administrator) and consultant for 401(k) and other retirement plans.  A graduate of the University of Maryland, he has been a guest on financial talk radio and a featured speaker on qualified retirement plans.

Mr. Levy earned and maintains a QKA (Qualified 401(k) Administrator) credential from ASPPA. He has been recognized in federal and state court as an expert in the area of qualified retirement plans.   He joined the predecessor organization, Leo Levy & Associates, in 1989. In 2008, after serving on ASPPA’s (American Society of Pension Professionals & Actuaries) Board of Directors for 5 years Mr. Levy became an officer and member of ASPPA’s Executive Committee. He was ASPPA’s President for the 2012-2013 year. Amongst a number of committees, he was on the Management Council and a member of the Government Affairs Steering Committee (GAC). As ASPPA’s President Mr. Levy periodically met with IRS and DOL officials and members of congress and their staff.

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