Experience

Retirement LLC

• United States
• Financial Services
• 1 - 100 Employee

• Vice President - Retirement Plan Sales/Marketing

  • Nov 2018 - Present

  Retirement LLC is an independent third party administrator (TPA) of tax qualified defined contribution and defined benefit plans. We administer 401(k), 403(b), Safe Harbor 401(k), Profit Sharing, New Comparability, Davis-Bacon (Prevailing Wage), and Individual 401(k) plans. We also have enrolled actuaries to administer defined benefit plans such as Cash Balance or traditional pension plans. Because we're independent, we do not manage assets or collect commissions; we provide objective consultation and services. We team with financial advisors, bank trust departments, CPAs and attorneys to provide plan sponsors with retirement plans that meet their business goals and the needs of their employees. Sales assistance • Providing free illustrations on plan design and comparisons to share with the employer. • Providing full fee disclosure compliant proposals • Providing an independent review/proposal and unbiased options • Accompany the financial professional to meetings with prospective clients when possible to provide answers to technical administration questions. Consultation RLLC is more than an administration firm. Our highly experienced professionals are able to consult on topics ranging from the basics of establishing a corporate sponsored retirement plan to technical matters relating to Internal Revenue Codes and Department of labor rules and regulation. •Setting up and operating a qualified defined contribution plan for a: ◦Sole practitioner ◦Small-to-midsize business ◦Multi-business corporation ◦Not-for-profit organization •Plan design change questions: ◦Due to significant changes within the company ◦To maximize deferred income for the business owners ◦To minimize costs for the plan sponsor and the plan participants ◦To establish an automatic enrollment program "The opinions expressed here are entirely my own and does not necessarily represent the views or opinions of Retirement, LLC.”


Waddell & Reed
• United States
• Financial Services
• 700 & Above Employee
• Executive Director of Retirement Plan Sales, Training and Consulting

  • Sep 1998 - Nov 2018