Vice President Of Retirement Services
Northeast Planning Corp.
Was hired primarily to establish an expansion to the Wealth Management Division by implementing a Retirement Planning department. This newly formed department would include services such as Retirement/Pension Consulting and Management, Individual Wealth Management, Financial Planning, Group Health Insurance, Group Life Insurance and Accidental, Health & Sickness/Disability Insurance. This department was responsible for administrating and tracking all retirement plan business and would consisted of an "in-house" TPA, a full service Third Party Administration, administrating retirement plan types such as Defined Contribution, Defined Benefit, Insurance & Individual (IRA's) & Group Annuities. Additional services would include specialized plans, such as, Standard/Customized Proposals & Pricing, Administration, Types of plans: PS, 401k, Money Purchase, Target Benefit, DB, Cash Balance, 412(i), Discrimination Testing (Cross-Testing: Top Heavy & Age-Weighted), providing IRS forms & documents, plan level and participant reporting, client management and consulting on new/existing plans.