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Rafael Fernandez Toledo

Defined Contribution Specialist at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Pension Administrators Group, Inc.</span>
Intro Book
Seasoned retirement expert with 25+ years of experience in defined contribution, ERISA, and retirement planning.
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Location
San Juan, Puerto Rico, PR
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
Skills
  • Defined Contribution
  • Erisa
  • Retirement
  • Retirement Planning
  • Management Consulting
  • Show all
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Bio

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Rafael Fernandez-toledo is a seasoned retirement expert with 25+ years of experience in defined contribution, ERISA, and retirement planning. He has worked with various organizations, including Pension Administrators Group, Inc., IKON Solutions, and Watson Wyatt Puerto Rico, Inc., providing consulting services on employee benefits, performance management, and talent management. He holds an MBA from Wisconsin School of Business and a BS in Mathematics from University of Florida.

Experience

  • Pension Administrators Group, Inc.
    • San Juan, Puerto Rico
    • Defined Contribution Specialist
      • Jan 2018 - Present
      • San Juan, Puerto Rico
  • IKON Solutions
    • Hato Rey, Puerto Rico
    • Defined Contribution Retirement Plan Consultant
      • Mar 2009 - Present
      • Hato Rey, Puerto Rico

      Design and administration of Puerto Rico retirement plans.

  • Watson Wyatt Puerto Rico, Inc.
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Retirement Plans Consultant
      • Feb 1990 - Feb 2009

    • MIS Manager
      • 1990 - 1998

  • First Wisconsin National Bank
    • Madison, Wisconsin Area
    • Retirement Specialist
      • 1980 - 1986
      • Madison, Wisconsin Area

Education

  • 1983 - 1986
    Wisconsin School of Business
  • 1976 - 1980
    University of Florida
  • 1968 - 1974
    UHS

Suggested Services

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