Broker Check
Jerry Kalish, AIF®, AIFA®

Jerry Kalish, AIF®, AIFA®

Managing Partner, Insight Financial Advisors, LLC

Jerry is the Managing Partner of Insight Financial Advisors, LLC, an independent Registered Investment Advisory firm. He has over 40 years of experience consulting on the administration of retirement programs sponsored by C-Corporations, S-Corporations, Limited Liability Corporations, Partnerships, Sole Proprietors, and municipal agencies.

He is also the President of National Benefit Services, Inc., retirement plan consultants, and administrators, which he founded in 1978 when 401(k) was enacted into law.

Jerry has earned several industry designations for specialized training on fiduciary investment standards of care. These designations include the Accredited Investment Fiduciary (AIF®) and the Accredited Investment Fiduciary Analyst (AIFA®) offered by Fi360 

He is the publisher of The Retirement Plan Blog, which he started in 2004 before Facebook, Twitter, and LinkedIn began.

He is a member of the Great Lakes Area TE/GE Council, a 501(c)(3) organization whose members are benefit practitioners who meet regularly with the Internal Revenue Service and the Department of Labor on ERISA matters.

Jerry provides continuing education programs for attorneys, CPAs, and the financial services industry and has co-taught the course on non-ERISA retirement plans, 403(b) plans, and 457 plans at John Marshall School of Law LLM Program in Employee Benefits.

He is on the International Advisory Board of The Center on Business and Poverty, a non-profit organization that supports businesses and non-profits that embody the practice of participatory capitalism.

Jerry holds the Series 65 Securities Industry Registration through Insight Financial Advisors, LLC.

LPL Financial is a separate entity from National Benefit Services, Inc.