Peter Riendeau

Retirement Plan Consultant at Definiti LLC
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Contact Information
us****@****om
(386) 825-5501
Location
San Antonio, Texas, United States, US

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Experience

  • Definiti LLC
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Retirement Plan Consultant
      • Feb 2023 - Present

  • The Retirement Advantage, Inc. (TRA)
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Client Relationship Manager
      • Apr 2021 - Feb 2023

      Assisting Plan Sponsors and Advisors with the compliance and administration of their 401(k) Plans.My main role is to keep clients on track with their year-end reports and Form 5500s, as well as the PPA Restatements when they come up. I also assist with any questions the sponsor or advisor has regarding the plan document and the rules for their plan, including eligibility, vesting, contribution type, allocation method, allowable transactions, and other general information.

    • Transaction Coordinator
      • Aug 2019 - Jan 2022

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