J U

J U Email and Phone Number

President at Retirement, Inc. @
J U's Location
Portland, Oregon, United States, United States
About J U

Plan sponsors operate under intense scrutiny with little internal expertise of a caliber sufficient to satisfy regulators, management and employees. We undertake key fiduciary responsitiblities on a regular basis to help you stay competeitve and compliant. Since 1997, Retirement Consulting Group has been devoted to high-caliber retirement plan consulting and personal wealth management. We serve §401(k), defined benefit and §457 plan sponsors in the Pacific Northwest, Intermountain Region and Midwest.

J U's Current Company Details
Retirement, Inc.

Retirement, Inc.

President at Retirement, Inc.
J U Work Experience Details
  • Retirement, Inc.
    President
    Retirement, Inc. Apr 1997 - Present
    Portland, Oregon Area
    About UsRetirement Consulting Group is a 401(k) investment consulting, vendor RFP, search and selection firm, that provides a high standard of excellence and technology to public entities and private sector retirement plan sponsors through the industry’s leading practice management platform. We are strictly fee for service and full disclosure. Core practice areas include investment due diligence and fund ranking, RFPs & fee benchmarking, fiduciary compliance, employee education, and intensive plan sponsor Investment Committee training.We bring together participant communications, investment, recordkeeping, actuarial, custody, and the legal community to design effective, cost efficient retirement plan solutions. Our principals have both deep 401(k)/defined benefit platform and investment consulting experience. To learn more, visit http://www.retirementconsulting.com/Our services include:Investment committee meetingsFiduciary educationAnnual 3rd-party cost benchmarkingPreparation of investment policy statementService provider searches: RFP and RFIFacilitation of vendor conversion processFiduciary Fitness ProgramFiduciary briefcase Third-party cost benchmarking through:• Retirement Plan Advisory Group• fi360/Ann Schleck & Company• AXIS/Castle Rock Innovations LLC• Fiduciary BenchmarksSecurities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPCS and an SEC Registered Investment Advisor. This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
  • Dain Bosworth Inc
    Vice President - Sales
    Dain Bosworth Inc Jun 1991 - Apr 1997
    Portland, Oregon Area

J U Education Details

Frequently Asked Questions about J U

What company does J U work for?

J U works for Retirement, Inc.

What is J U's role at the current company?

J U's current role is President at Retirement, Inc..

What schools did J U attend?

J U attended University Of Oregon - Charles H. Lundquist College Of Business.

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