Jon Maertz, Aif®, Cpfa, Crps® Email and Phone Number
Jon Maertz, Aif®, Cpfa, Crps® work email
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Jon Maertz, Aif®, Cpfa, Crps® personal email
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Enhancing corporate 401(k)/retirement and executive benefit programs. Working with clients to integrate these benefits with their financial wellness and healthcare programs. I have extensive experience working with firms of all sizes on plan design, executing RFP searches, and providing investment consulting/advisory services.
Nfp Retirement Division
View- Employees:
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Senior Plan AdvisorNfp Retirement Division Aug 2019 - PresentGreater Milwaukee/Dc/Il AreasResponsible for developing and providing advisory services to corporate retirement plan clients and their participants. These services include providing fiduciary oversight, assistance with their fiduciary governance process, leadership with investment management, participant education and wellness, and overall plan health and design initiatives.
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Board Of DirectorsThe Lutheran Home Association Apr 2019 - PresentBelle Plaine, Minnesota, United States -
Senior Plan AdvisorBronfman Rothschild Dec 2016 - Aug 2019Greater Milwaukee/Dc AreasResponsible for developing and providing advisory services to corporate retirement plan clients and their participants.
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Vice President, Senior Retirement Plan ConsultantRobert W. Baird & Co. Apr 2005 - Dec 2016Western DivisionStrategic Consulting, including corporate retirement and executive benefits as well as cash management, coporate stock and other employee benefits. -
Board Of EducationStar Of Bethlehem 2011 - 2016New Berlin, Wi -
Alumni Board ChairmanWisconsin Lutheran College Jan 2005 - May 2012Greater Milwaukee AreaLead a Board of fifteen members along with the Director of Alumni Relations to nurture and develop relationships with our Alumni base. -
Assistant Vice President, Client ManagementUs Bancorp Mar 2004 - Apr 2005Proactive management and development of key correspondent banking relationships. -
Retirement Plan Account ManagerStrong Capital Management Feb 1996 - Mar 2004Responsible for many different segments of the retirement plan business.
Jon Maertz, Aif®, Cpfa, Crps® Skills
Jon Maertz, Aif®, Cpfa, Crps® Education Details
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Dual Emphasis In Finance And Management
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Bba - Business Administration -
Luther Preparatory SchoolCollege/University Preparatory And Advanced High School/Secondary Diploma Program
Frequently Asked Questions about Jon Maertz, Aif®, Cpfa, Crps®
What company does Jon Maertz, Aif®, Cpfa, Crps® work for?
Jon Maertz, Aif®, Cpfa, Crps® works for Nfp Retirement Division
What is Jon Maertz, Aif®, Cpfa, Crps®'s role at the current company?
Jon Maertz, Aif®, Cpfa, Crps®'s current role is Senior Plan Advisor at NFP Retirement Division.
What is Jon Maertz, Aif®, Cpfa, Crps®'s email address?
Jon Maertz, Aif®, Cpfa, Crps®'s email address is jm****@****.rr.com
What schools did Jon Maertz, Aif®, Cpfa, Crps® attend?
Jon Maertz, Aif®, Cpfa, Crps® attended Wisconsin Lutheran College, Southwest Minnesota State University, Luther Preparatory School.
What skills is Jon Maertz, Aif®, Cpfa, Crps® known for?
Jon Maertz, Aif®, Cpfa, Crps® has skills like Investments, Retirement, Fiduciary Governance, Institutional Consulting, Financial Wellness, Behavioral Finance, Pensions, Erisa, Employee Benefits, Analysis, Napa, Asppa.
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