Jeremy D. Palm
Jeremy Palm is a Partner with over 18 years of qualified retirement plan experience. He assists clients with all of their retirement plan administration needs. He has served both public and private clients in a wide variety of industries and he focuses specifically on the design and administration of cash balance plans, 401(k) plans, and profit sharing plans.
Jeremy designs qualified retirement plans that meet the needs of his business owner clients. He enjoys teaching his clients and prospects how cash balance plans and 401(k) plans work. He helps them save money on their current taxes and he helps them accelerate their retirement savings.
Prior to joining the firm, Jeremy was a Partner at Lurie, LLP, a Minneapolis-based accounting and advisory firm, which provided clients with solutions in accounting, audit, tax planning and wealth management, serving business leaders in a wide variety of industries including health care, professional services, technology, manufacturing, real estate and more.
Active in the community, Jeremy is a past President of the Hudson Tennis Association and the past Treasurer of the Hudson Hockey Association.
- Qualified Retirement Plans
Credentials & Education
- Qualified Pension Administrator (QPA)
- Qualified 401(k) Administrator (QKA)
- St. Olaf College: BA, Mathematics, magna cum laude
- American Society of Pension Professionals & Actuaries