Assistant Vice President, Retirement
Current
Apr 2018 - Present
AeroLeads people directory · profile
Charles Yocum Email & Phone Number
AVP, NFP Retirement Services, Atlantic Region
at
NFP
1 work email found
@nfp.com
3 phones found area 215 and 877
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
AVP, NFP Retirement Services, Atlantic Region
Location
Merion, Pennsylvania, United States
Company size
Who is Charles Yocum? Overview
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Quick answer
Charles Yocum is listed as AVP, NFP Retirement Services, Atlantic Region at NFP, a with 2449 employees, based in Merion, Pennsylvania, United States. AeroLeads shows a work email signal at nfp.com, phone signal with area code 215, 877, and a matched LinkedIn profile for Charles Yocum.
Charles Yocum previously worked as Assistant Vice President, Retirement at Nfp and Director of Retirement Consulting and Compliance at Nfp. Charles Yocum holds Juris Doctor, Business And Entrepreneurship Law from Drexel University School Of Law.
Company email context
Email format at NFP
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{first_initial}{last}@nfp.com
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AeroLeads found 1 current-domain work email signal for Charles Yocum. Compare company email patterns before reaching out.
Profile bio
About Charles Yocum
Charles Yocum is a AVP, NFP Retirement Services, Atlantic Region at NFP. He possess expertise in employee benefits, retirement, legal research, 401k, mutual funds and 16 more skills.
Listed skills include Employee Benefits, Retirement, Legal Research, 401K, and 17 others.
Current workplace
Charles Yocum's current company
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11 roles
Charles Yocum work experience
A career timeline built from the work history available for this profile.
Director Of Retirement Consulting And Compliance
Oct 2011 - Mar 2018
Retirement Plan Consultant
Self-Employed
Provided technical and consulting advice to the retirement services department of an employee benefits consulting firm.
Apr 2011 - Sep 2011
Legal Intern
Performed legal research and provided general legal advice concerning a broad range of questions and circumstances, which arose in the company’s day-to-day business activities, including copyright infringement, trade secret misappropriation, deceptive advertising, and frivolous patent litigation.
Jan 2011 - May 2011
Student Volunteer
Seniorlaw Center
Screened callers for eligibility; gathered demographic information and identified and developed possible legal issues. Provided both direct services to older Pennsylvanians and legal research and support to supervising attorney.
Sep 2010 - Mar 2011
Research Assistant
Revised chapter on Cash or Deferred Arrangements in professor’s treatise to incorporate the effects of recent legislative and regulatory changes. Edited academic and retirement income policy working papers. Reviewed existing literature and collected and organized data for second professor’s upcoming article.
May 2010 - Oct 2010
Retirement Plan Specialist
Provided plan administration and compliance services to 150 retirement plan sponsors, including advising sponsors on implications of new federal regulations governing 403(b) plans.
Sep 2007 - Aug 2009
Senior Client Service Associate
Streamlined delivery of core compliance and administrative services to 1,000 employer-sponsored retirement plans. Served as a technical resource for various regulatory and plan design topics. Led retirement plan service team composed of six associates and two assistants. Fostered business relationships with over 40 non-profit organizations. Provided administrative, compliance, and recordkeeping services for ERISA-covered 401(a) and 403(b) retirement plans.
Oct 2000 - Apr 2007
Operations Manager
Media Learning Resources
Responsible for all non-direct sales and non-accounting functions for the company. Directed the centralization of operations in Boston office following the acquisition of a competitor and the establishment of two additional field offices.
Jan 1997 - May 2000
Accounting Clerk
Jeffrey Norton Publishers
Aug 1995 - Sep 1996
Assistant, Department Of History
Sep 1994 - May 1995
Team & coworkers
Colleagues at NFP
Other employees you can reach at nfp.com. View company contacts for 2449 employees →
AV
Alison Verheul
Colleague at NfpGrantham, England, United Kingdom
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SS
Stephanie Shepherd
Colleague at NfpVal Caron, Ontario, Canada
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DB
Dominique Butler
Colleague at NfpLos Angeles Metropolitan Area, United States
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DB
David Broome
Colleague at NfpPeoria, Arizona, United States
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PF
Patrick Flynn
Colleague at NfpTroy, Michigan, United States
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AM
Ashli Muse
Colleague at NfpAtlanta Metropolitan Area, United States
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NW
Nathan Wood
Colleague at NfpAustin, Texas, United States
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KM
Kelly Morgan
Colleague at NfpAndover, New Jersey, United States
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BS
Bonnie S.
Colleague at NfpAlbany, New York, United States
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JD
Jenna Davies
Colleague at NfpAustin, Texas, United States
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Alison Verheul
Colleague at NfpGrantham, England, United Kingdom
View →
SS
Stephanie Shepherd
Colleague at NfpVal Caron, Ontario, Canada
View →
DB
Dominique Butler
Colleague at NfpLos Angeles Metropolitan Area, United States
View →
DB
David Broome
Colleague at NfpPeoria, Arizona, United States
View →
PF
Patrick Flynn
Colleague at NfpTroy, Michigan, United States
View →
AM
Ashli Muse
Colleague at NfpAtlanta Metropolitan Area, United States
View →
NW
Nathan Wood
Colleague at NfpAustin, Texas, United States
View →
KM
Kelly Morgan
Colleague at NfpAndover, New Jersey, United States
View →
BS
Bonnie S.
Colleague at NfpAlbany, New York, United States
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JD
Jenna Davies
Colleague at NfpAustin, Texas, United States
View →
3 education records
Charles Yocum education
Juris Doctor, Business And Entrepreneurship Law
Drexel University School Of Law
Bachelor Of Arts, History
Education record
Guilford High School
FAQ
Frequently asked questions about Charles Yocum
Quick answers generated from the profile data available on this page.
What company does Charles Yocum work for?
Charles Yocum works for NFP.
What is Charles Yocum's role at NFP?
Charles Yocum is listed as AVP, NFP Retirement Services, Atlantic Region at NFP.
What is Charles Yocum's email address?
AeroLeads has found 1 work email signal at @nfp.com for Charles Yocum at NFP.
What is Charles Yocum's phone number?
AeroLeads has found 3 phone signal(s) with area code 215, 877 for Charles Yocum at NFP.
Where is Charles Yocum based?
Charles Yocum is based in Merion, Pennsylvania, United States while working with NFP.
What companies has Charles Yocum worked for?
Charles Yocum has worked for Nfp, Self-Employed, Sap America, Inc., Seniorlaw Center, and Drexel University School Of Law.
Who are Charles Yocum's colleagues at NFP?
Charles Yocum's colleagues at NFP include Alison Verheul, Stephanie Shepherd, Dominique Butler, David Broome, and Patrick Flynn.
How can I contact Charles Yocum?
You can use AeroLeads to view verified contact signals for Charles Yocum at NFP, including work email, phone, and LinkedIn data when available.
What schools did Charles Yocum attend?
Charles Yocum holds Juris Doctor, Business And Entrepreneurship Law from Drexel University School Of Law.
What skills is Charles Yocum known for?
Charles Yocum is listed with skills including Employee Benefits, Retirement, Legal Research, 401K, Mutual Funds, Erisa, Legal Writing, and Pensions.
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