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Kevin Haskell

Principal at Aegis Retirement Partners
Intro Book
Seasoned retirement planning expert with 16+ years of experience in 401k, 403b, and non-qualified retirement plans.
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Location
Burlington, Massachusetts, United States, US
Languages
  • English -
Skills
  • Retirement Planning
  • Securities
  • 401k
  • Investments
  • Employee Benefits
  • Show all
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Bio

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Kevin Haskell is a seasoned retirement planning expert with 16+ years of experience in designing, managing, and consulting on 401k, 403b, and non-qualified retirement plans. He co-founded Aegis Retirement Partners, LLC, a comprehensive and independent retirement plan consulting and third-party administration firm. Haskell holds an MBA and BS degrees from the University of New Hampshire and is certified as a Qualified Pension Consultant, Qualified 401(k) Administrator, and Qualified Pension Administrator.

Credentials

  • Certified Pension Consultant
    Qualified Plan Financial Consultant
  • Qualified 401(k) Administrator
    -
  • Qualified Pension Administrator
    -

Experience

  • Aegis Retirement Partners
    • Winchester, MA
    • Principal
      • Jan 2017 - Present
      • Winchester, MA

      Co-founded Aegis Retirement Partners, LLC (ARP) a professional, comprehensive & independent retirement plan consulting & third party administration firm. Aegis provides plan sponsors with the highest level of administrative and consulting services for their 401(k), 403(b), 457(b) and non qualified plan offerings. At Aegis we are your partner, here to guide, advise and administer on all aspects of your company’s retirement plan.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Aegis Retirement Partners, LLC are not affiliated.

  • Summit Financial Corporation
    • 7 New England Executive Park, Suite 220, Burlington, MA (781) 761-1633
    • Vice President, Retirement Plans
      • Mar 2000 - Jan 2017
      • 7 New England Executive Park, Suite 220, Burlington, MA (781) 761-1633

      Design, manage and consult with plan sponsors of 401k, 403b, and non qualified retirement plans. We provide a extremely high level of service to plan sponsors whereas we become an extension of their benefits department.

Education

  • 1995 - 2002
    Southern New Hampshire University
    MBA
  • 1991 - 1995
    University of New Hampshire
    BS, Business
  • 1991 - 1995
    University of New Hampshire - Whittemore School of Business and Economics
    BS, Business Administration

Suggested Services

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Industry Focus. “Investment Management”

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