Retirement Plan Advisory Group
Industry: Company
DescriptionFounded: 2004 Parent organization: NFP
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20 Retirement Plan Advisory Group employees in database. Find out everything there's to know about Retirement Plan Advisory Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Retirement Plan Advisory Group Employees
NFP Retirement July 2014 - Present
401(k) Advisors February 2010 - Present
Retirement Plan Advisory Group January 2010 - Present
Stecher Capital Inc August 2009 - January 2010
Retirement Capital Group January 2004 - August 2009
San Diego Sports Commission January 1999 - June 2009
United Way of Greater San Diego January 1997 - June 2009
AXA Advisors September 1986 - April 2004
AXA 1997 - 2004
KPMG Peat Marwick January 1984 - September 1986
Skills
Executive Compensation, 401k, Tax, Deferred Compensation, Accounting, Insurance, Investments, Executive Pay, Start-ups, Business Development, Management, Leadership, Employee Benefits, Pensions, Business Planning, Retirement Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Human Resources, Strategic Planning, Strategic Financial..., Executive Management, Financial Advisory, Estate Planning, Finance, Investment Advisory, ERISA, Financial Services, Mutual Funds
Education
Widener University 1984 — 1986
Masters, Taxation
University of Delaware 1979 — 1983
BS, Accounting
Lockton Companies April 2014 - Present
Shuster Financial Group, LLC October 2012 - March 2014
Retirement Plan Advisory Group February 2011 - September 2012
401(k) Advisors November 2008 - September 2012
Event 360 August 2007 - November 2008
University California, Irvine May 2007 - August 2007
Hamilton Group Meeting Planners January 2006 - April 2007
Event 360 2005 - 2007
Susan G. Komen 3-Day Breast Cancer Walks June 2005 - October 2006
Skills
Client Engagement, Training Skills, Highly Adaptable, Event Management, Client Retention, Social Media, Technical Training, Highly Communicative, Communication, Training, Retirement, 401k, Series 7, Defined Benefit, Strategic Planning
Education
University of Michigan 2000 — 2004
Bachelors, English
NFP - Retirement April 2004 - Present
Retirement Plan Advisory Group April 2004 - Present
Principal Financial Group 1995 - 2004
Education
Truman State University 1990 — 1994
BS, Finance
Truman State University 1990 — 1994
BS, Finance
Fortune Financial Services, Inc. August 2014 - Present
Covered California November 2013 - Present
Prosperity Financial Group June 2013 - September 2014
Retirement Plan Advisory Group June 2013 - September 2014
Financial Telesis Inc June 2013 - September 2014
East Bay Rowing Club August 2012 - July 2014
MassMutual San Francisco December 2010 - June 2013
Edward Jones February 2010 - October 2010
Optimum Realty Capital LLC 2006 - 2009
Eden Development Group 1996 - 2006
Skills
Employee Benefits, Retirement Plans, Group Medical, Disability Insurance, Executive Compensation, Key Person Insurance, Buy-sell Agreements, Insurance, Financial Planning, Long Term Care, Strategic Financial..., Retirement Planning, Long-term Care, Retirement
Education
University of California, Berkeley 1976 — 1980
Architecture
University of Southern California
Retirement Plan Advisory Group February 2011 - Present
401(k) Advisors June 2010 - August 2010
BKK Sports May 2009 - September 2009
Skills
Due Diligence, Investment Advisory, Investments, Leadership
Education
University of Pennsylvania 2008 — 2010
B.A., Economics
Fullerton College 2006 — 2008
Economics, Business Administration
John F. Kennedy High School 2002 — 2006
Retirement Plan Advisory Group September 2014 - Present
Retirement Plan Advisory Group December 2013 - September 2014
Retirement Plan Advisory Group June 2012 - December 2013
401(k) Advisors June 2011 - September 2011
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.8
Retirement Plan Advisory Group April 2015 - Present
Retirement Plan Advisory Group June 2014 - April 2015
Fundraise.com Inc November 2011 - March 2014
Sports Club LA Boston April 2009 - October 2011
Skills
Marketing, Market Research, Customer Service, Social Networking, Public Speaking, Social Media, Microsoft Office, Microsoft Excel, Event Management, Non-profits, Facebook, Marketing Communications, Strategic Communications, Microsoft Word, Email Marketing, Fundraising, Marketing Strategy, PowerPoint, Account Management, Nonprofits
Education
Emmanuel College 2007 — 2011
BA, Management
LPL Financial September 2014 - Present
Global Retirement Partners, LLC September 2014 - Present
RPV Retirement Plan Advisors June 2009 - Present
Financial Telesis, Inc. July 2009 - September 2014
Retirement Plan Advisory Group June 2009 - September 2014
Plan Design Consultants, Inc. 1987 - 2009
Richard P. Viola & Associates, Inc. 1978 - 1987
Bakewell & Company 1974 - 1978
Brush, Slocum & Co 1969 - 1974
John F. Forbes & Company 1966 - 1969
Skills
Retirement Plan..., Investment Advisory, Investments, Pensions, Financial Advisory, 401k, Retirement, Due Diligence, Securities, Management, ERISA, Retirement Planning, Participant Education, Open Architecture, Asset Allocation, Fiduciary Services, Mutual Funds, Mergers, Defined Benefit, 403 b, Compliance, Benchmarking
Education
San Francisco State University, College of Business 1961 — 1966
BA, Accounting
Retirement Plan Advisory Group November 2007 - Present
Grinkmeyer Leonard Financial July 2007 - Present
Commonwealth Financial Network 2007 - Present
Retirement Plan Advisory Group 2007 - 2009
Ameriprise Financial June 2000 - July 2007
Platte River Associates January 1997 - January 1999
Alias Distribution January 1995 - January 1997
Wave Rave 1993 - 1995
Skills
Investments, Management, 401k, Financial Services, Finance, Sales, Strategic Planning, Small Business, Strategic Intent, Social Media Marketing, Business Development, Business Coaching
Education
University of South Alabama 1988 — 1993
University of South Alabama 1988 — 1993
Mt. Brook High School
School POW!
NFP Advisor Services July 2014 - Present
Retirement Plan Advisory Group April 2007 - Present
Skills
Retirement Planning, Retirement, 401k, Financial Advisory, Investments, Business Development, Broker-Dealer
Education
Michigan State University 1975 — 1980
Masters, Economics / Labor & Industrial Relations
Brush High School 1972 — 1975
Benefit Commerce Group January 2013 - Present
IBP Insurance Services January 1987 - Present
KMCO September 2012 - Present
Retirement Plan Advisory Group January 2008 - January 2014
CIGNA 1986 - 1987
Price Waterhouse 1983 - 1986
Skills
Creative Problem Solving, Articulate Presenter, Financial Modeling, Detail Orientation, Value Engineering, Employee Benefits, Cost Control, Wellness Programs, Corporate Wellness, Human Resources..., ERISA, 401k, Municipal Bonds, Employee Benefit..., Medical Insurance, Self Funded Medical..., Disability Insurance, Life Insurance, International Benefits, Corporate Budgeting, Employee Contribution..., Personnel Management, Health Insurance, Employee Wellness, Human Resources, Insurance, Retirement Planning, Presenter, Strategy, Consulting, Management, Strategic Planning, New Business Development, Leadership, Mergers & Acquisitions, Business Strategy, Team Building, Marketing
Education
Santa Clara University 1979 — 1983
Bachelor of Science, Accounting, 3.98
Campolindo High School 1975 — 1979
Transamerica Retirement Solutions July 2014 - Present
CUNA Mutual Retirement Solutions January 2013 - June 2014
OneAmerica October 2010 - January 2013
Retirement Plan Advisory Group May 2009 - November 2010
401(k) Advisors July 2009 - October 2010
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Financial Services, Defined Contribution, Asset Allocation
Education
Purdue University 2005 — 2009
Bachelor of Science, Financial Counseling & Planning
Law Office of Jason S. Jeskey, Inc. March 2015 - Present
Global Retirement Partners July 2014 - Present
Retirement Plan Advisory Group October 2013 - July 2014
401(k) Advisors October 2013 - July 2014
401K Advisors May 2011 - July 2014
Brownstein Hyatt Farber Schreck August 2008 - April 2011
Willkie Farr & Gallagher LLP May 2005 - June 2008
Skills
ERISA, Employee Benefits, Defined Benefit, Defined Contribution, Legal Writing, 401k, Pensions, Litigation, Retirement Planning, COBRA, Commercial Litigation, Due Diligence, Tax, HIPAA, Mergers & Acquisitions, Performance Management, Corporate Law, Legal Research, Securities, Employment Law, Benefits Administration, Interviews, Deferred Compensation, Onboarding
Education
Georgetown University Law Center 2006 — 2008
Master of Laws (LL.M.), Tax Law/Taxation
University of Maryland Francis King Carey School of Law 1999 — 2002
J.D., Law
St. Mary's College of Maryland 1995 — 1999
B.A., Mathematics
NFP Retirement April 2015 - Present
Retirement Plan Advisory Group August 2014 - Present
Retirement Plan Advisory Group March 2013 - August 2014
Direct Drives and Controls May 2010 - March 2013
Ultra Escrow April 2009 - February 2010
Skills
Microsoft Excel, Accounts Payable, Marketing, Sales, Finance, Accounts Receivable, Accounting, Real Estate, Software Documentation, PowerPoint, Microsoft Word, Databases, Outlook, Microsoft Office, Customer Service, Sports, Teamwork, Retirement, Mutual Funds
Education
Chapman University 2007 — 2011
Bachelor of Business Administration; BSFE, Finance, General
Retirement Plan Advisory Group 2009 - Present
The Thorndike Company LLP/Centaurus Financial, Inc. June 1995 - Present
New England Securities February 1987 - February 2001
Skills
Investments, Retirement Planning, Estate Planning, Financial Analysis, Business Strategy, Insurance
Education
FI360 2011 — 2011
AIF®, Fiduciary compliance
The American College 1989 — 1990
CLU, ChFC, Insurance, Financial Planning
Boston College 1967 — 1971
BA, Philosophy and Political Science