Lee Lichtenstein received a business degree with a major in Finance from the University of Georgia in 1985. Upon graduation he began work for National Life of Vermont in Atlanta. In 1988 Lee moved back to his hometown Birmingham, Alabama, where he worked with business owners on estate planning and employee benefits.
In 1990, Lee went to his client base to see if they would be interested in a more comprehensive Human Resource solution for administering benefits and payroll, and based on a favorable response he formed Alabama Staff, Inc., which ultimately became known as amsource. That same year Lee also headed a 401(k) plan which was a key part of the new company’s benefit plan. In 1999 Lee converted the single employer plan to a multiple employer plan.
amsource grew to become one of the largest Professional Employer Organizations in the southeast. In 2009, Lee established 401k SAFE to expand the 401(k) multiple employer plan offering to non PEO clients. In 2010, Lee sold amsource, which had grown to $150 million in annual sales. Today, Lee serves as president of 401k SAFE, and is focused exclusively on 401k SAFE. Lee is also a member of the Birmingham Entrepreneurial Round Table.
Lee and his wife of 20 years have two children and live in Birmingham, Alabama. Lee spends as much time as possible with his kids. He also spends time teaching kids karate. Lee has been a longtime supporter of Children’s Hospital in Birmingham and also supports the Birmingham Jewish Federation and the Red Cross.
Jim Sharp, CRPS, is a partner at 401k SAFE, and supports the sales efforts of retirement plan advisors across the country. He also manages the marketing efforts of 401k SAFE including the content of sales material, webinars, and support of both recordkeeper and TPA wholesalers.
In 2005, Jim began educating plan sponsors about ERISA fiduciary responsibility. He co-authored an article for the Community Bankers Association of Alabama in 2005 that highlighted the fiduciary responsibilities and potential liability of sponsoring a 401(k). He was involved with the initial rollout of 401k SAFE in 2009, and subsequent national rollout in 2010.
Jim began his career as a commercial lines producer for McGriff, Seibels and Williams, one of the largest commercial property and casualty firms in the country. In the 1990’s Jim served as National Sales Manager for Keswick Associates, a human resource software consulting firm formed in Atlanta from Dun & Bradstreet Software, and in 1999, joined Oracle as a regional sales manager for Oracle’s HR and ERP software applications. Jim left the software industry in 2003 to lead the sales and marketing for amsource’s human resource outsourcing services.
Jim received a B.A. in finance from Birmingham Southern College in 1987. Jim is active in youth ministry and was the founder and former chairman of Birmingham Vida Nueva, a youth retreat ministry for teenagers in central and north Alabama.