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Derek J. O'neill, Aif, Arpc, Clu (He/Him/His) profile image

Derek J. O'neill, Aif, Arpc,...

President and CEO at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Regency Retirement Plan Consultants, LLC</span>
Intro Book
Derek J. O'Neil, a seasoned ERISA consultant with over 35 years of experience, holds a CLU and is proficient in multiple languages, providing expert guidance on financial services and retirement plans.
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Location
Ramsey, New Jersey, United States, US
Languages
  • English -
  • Gaeilge -
  • French -
  • Latin -
Skills
  • Financial Services
  • Design
  • Benchmark
  • Erisa
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Bio

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Derek J. O'neill, AIF, ARPC, CLU, is a seasoned expert in financial services, boasting over 35 years of experience as an Independent ERISA Consultant. With a strong foundation in Qualified Retirement Programs, including 401(k), Safe Harbor, and Traditional Defined Benefit Plans, he has established himself as a trusted advocate for Plan Sponsors. His expertise encompasses ongoing Service and Fee Benchmarking, Vendor searches, and Requests For Proposals, with a keen eye on the industry's top 3(21) and 3(38) Fiduciary Investment Advisors. As a Chartered Life Underwriter (CLU) and Accredited Investment Fiduciary (AIF), Derek holds prestigious certifications that underscore his commitment to fiduciary responsibility. His extensive experience spans multiple companies, including Regency Retirement Plan Consultants, LLC, Transamerica Retirement Services, Allmerica Financial, and State Mutual, where he has honed his skills in Qualified Retirement Plan Consulting and Design. Derek's fluency in English, Gaeilge, French, and Latin enables him to effectively communicate with clients across diverse linguistic and cultural backgrounds. With a strong educational foundation from The American College, Bryn Mawr, PA, and Kevins College, Dublin, Ireland, Derek brings a unique blend of theoretical knowledge and practical expertise to his work.

Credentials

  • Accredited Investment Fiduciary (AIF)
    -
  • Accredited Retirement Plan Consultant (ARPC)
    -
  • Chartered Life Underwriter (CLU)
    -

Experience

  • Regency Retirement Plan Consultants, LLC
    • Ramsey, NJ
    • President and CEO
      • Feb 2011 - Present
      • Ramsey, NJ

      Independent ERISA Consultants, with over 35 years experience specializing exclusively in Qualified Retirement Programs, including 401(k), Safe Harbor, New Comparability, Cash Balance and Traditional Defined Benefit Plans. Highly skilled in assisting Plan Sponsors with all elements of their Fiduc...

  • Transamerica Retirement Services
    • Paramus, NJ
    • Vice President
      • Feb 1994 - Feb 2011
      • Paramus, NJ

      Qualified Retirement Plan Consultant

  • Allmerica Financial
    • Regional Director, Institutional Services
      • 1991 - 1993

      Specialist in Qualified Retirement Plan Consulting and Design.

  • State Mutual
    • Regional Director, Retirement Services
      • 1982 - 1991

      Qualified 401(k) and Pension Plan Consultant

Education

  • American College, Chartered Insurance Institute, Kevins College

Suggested Services

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Industry Focus. “Financial Services”

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