Regency Retirement Plan Consultants
Company

Regency Retirement Plan Consultants

Financial Services 4 employees
Employees
4
Contacts
1
Emails
1
Phones
1

Regency Retirement Plan Consultants Overview

Industry
Financial Services
Employees
4
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Regency Retirement Plan Consultants

Regency works exclusively with Plan Sponsors to help them optimize and manage their 401(k), 403(b), and Pension plans. Regency supports Plan Sponsors by spearheading the process of renegotiating with the present provider or finding a new vendor to achieve improved services, lower fees, and superior investments. For 15 years, Regency’s team of 30 consultants and advisors has helped companies all over the country in the areas of plan design, fee benchmarking, and fiduciary compliance. With a thorough understanding of an ever-changing regulatory environment coupled with our proprietary, top-down service model, we provide tailored solutions that create beneficial retirement outcomes for plan sponsors and their plan participants. Our long-standing relationships with ERISA attorneys allow us to help Plan Sponsors navigate the complex compliance and legal landscape while reducing their fiduciary liability exposure. Our average client saves over 25% in annual plan fees. Our team has 40+ years of experience assisting over 2,000 clients manage more than $2 billion in plan assets.

Regency Retirement Plan Consultants Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage
Phone contacts
1
50.0% coverage

Regency Retirement Plan Consultants Org Chart

Sample employees and titles
Name Title Contact
Derek J. O'neill, Aif, Arpc Plan Sponsor Advocate ~ Erisa Consultant ~ Qualified Plan Expert ~ Fee and Service Benchmarking ~ Qualified Plan Monitoring ~ Vendor and Provider
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Aida Visakay Retired, Exploring Options
Email Phone

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