Bruce A. Rice, CPA, PFS, AIFA® started in the employee benefits field as a Tax Manager with Peat Marwick, one of the largest accounting and consulting firms in the world. While there, he specialized in employee benefits and tax consulting for small to multinational publicly traded companies. He was trained in the benefits and consulting out of Peat Marwick National Office in Washington, D.C. His background and expertise provide an excellent foundation for consulting businesses in the development of retirement plans, cafeteria plans, and deferred compensation arrangements. He also will assist the principals of such businesses with personal financial and estate planning. His education includes a Bachelor of Science degree in Accounting from the University of Houston.
Bruce, who enjoys public speaking, was often invited by the Rhode Island Society of Public Accounting, Institute of Management Accountants and several Chamber of Commerce Associations to teach or lecture on benefits or tax issues. He has also lectured for the Texas Society of Certified Public Accountants, served on the IRS panel as an ERISA expert and is a former adjunct professor at the University of Texas at Austin.
He is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, Estate Planning Council of Central Texas, and the Austin Association of Life Underwriters. He formerly participated in the Funds Allocation Committee of the United Way of Austin and was a board member of the Family Elder Care of Austin. He has also served on the board of directors of the Learning Center of Austin.
401k Plan Provider ― 401k Third Party Administrator ― 401k Plan Adviser