John Roegner, Cfp®, Aifa®, Rpa Email & Phone Number

With over 20 years’ experience in the Employee Benefits and Financial Services Industry, I provide retirement plan consulting and investment advisory services for an organization’s qualified and non-qualified retirement plans. I am a dedicated and results-driven consultant. My goal is to develop innovative and customized solutions to meet each client’s needs. At NFP, we proactively manage corporate liability through a comprehensive compliance process, ensure plan cost-effectiveness, ensure good investment options, develop a plan design that meets plan sponsor and participant needs, and counsel with participants to help them prepare for retirement.• 401(k), 403(b) and 457, DB and Non-Qualified Plan Design Review• Fee and Service Benchmarking• Detailed Investment / Funding Analysis and Due Diligence• Independent Provider Analysis and Searches• Employee Retirement Education and Financial Communications• Review and Actively Monitor Fiduciary ResponsibilityNFP has grown to become the 5th largest global benefits, insurance and risk management adviser. Plan Sponsor Magazine recognized NFP as the #2 Retirement Plan Aggregator and the #3 provider for Non-Qualified Deferred Compensation Plans in the U.S. for 2017. NFP services corporate clients of all sizes domestically and internationally. We offer brokerage, consulting and fiduciary services within the following areas:• Health, Welfare and Wellness Benefits• Retirement Benefits• Executive Benefits • International Benefits• M&A / Transaction Support and Diligence• Private Equity Portfolio Firm Management• HR and Benefits Administration Consultation• Commercial/Professional InsuranceInvestment Advisory Services offered through NFP Retirement, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Listed skills include Public Speaking, Investments, Financial Planning, 401K, and 20 others.