President And Owner
CurrentProvide a balanced combination of expert advice and hands on service to small businesses. Strive to grow from within and build a practice that sets the standard for the retirement plan service industry.
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@crestretirement.com
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Rob Martin, Erpa, Qpa is listed as Crest Retirement Administrators - Owner and President at Crest Retirement, a with 6 employees, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at crestretirement.com and a matched LinkedIn profile for Rob Martin, Erpa, Qpa.
Rob Martin, Erpa, Qpa previously worked as President and Owner at Crest Retirement and Senior Team Manager at Tegrit Group. Rob Martin, Erpa, Qpa holds B.A., Mathematics from The Ohio State University.
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Industry leader in Plan Design and Compliance for Retirement Plans for small businesses and non profit organizations. Dedicated to providing expert advice to assist plan sponsor accumulate wealth, increase tax deductions and retain personnel. As the Third Party Administrator, we serve as the backbone of the retirement plan and work closely with plan sponsors' financial advisors, CPA'S and attorneys to bring the client and the participants an efficient and robust retirement savings tool.Specialties: Plan design, IRS/DOL rules and regulations related to qualified plans and knowledge of multitude of 401(k) provider platforms' fees and service.
Listed skills include Retirement, Business Planning, Retirement Planning, 401K, and 24 others.
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Dublin, Oh
Provide a balanced combination of expert advice and hands on service to small businesses. Strive to grow from within and build a practice that sets the standard for the retirement plan service industry.
Columbus, Ohio Area
Manage client relationships and promote sales of retirment plan administratiion services for small businesses and non-profit organizations.
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Rob Martin, Erpa, Qpa works for Crest Retirement.
Rob Martin, Erpa, Qpa is listed as Crest Retirement Administrators - Owner and President at Crest Retirement.
AeroLeads has found 2 work email signals at @crestretirement.com for Rob Martin, Erpa, Qpa at Crest Retirement.
Rob Martin, Erpa, Qpa is based in Columbus, Ohio, United States while working with Crest Retirement.
Rob Martin, Erpa, Qpa has worked for Crest Retirement, Tegrit Group, Martin Consultants, and Dean Financial Services.
You can use AeroLeads to view verified contact signals for Rob Martin, Erpa, Qpa at Crest Retirement, including work email, phone, and LinkedIn data when available.
Rob Martin, Erpa, Qpa holds B.A., Mathematics from The Ohio State University.
Rob Martin, Erpa, Qpa is listed with skills including Retirement, Business Planning, Retirement Planning, 401K, Sales, Management, Investments, and Consulting.
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