John Breitenbach Email & Phone Number

As a Vice President Managing Director within Fidelity’s Workplace Solutions team, I am accountable for the retention and development of institutional client relationships in the northeast. Specifically, I strategically consult with senior influencers (CEO, CFO, SVP) around retirement plan designs, pricing, governance and multi-product benefits optimization including Health Savings Accounts, Student Debt Employer Contributions and Workplace Giving.Ultimately, my objective surrounds developing an understanding of each client’s culture, priorities and benefits vision while assisting them with meeting their fiduciary obligations.

Operationally managed 130 emerging market 401k plans with over $900 million in assets.Ensured plan compliance with governmental regulations.Extensively worked with internal business partners in the timely initiation and successful execution of services and amendments to 401k plan documents.Administered standard plan and ad hoc reporting associated with corrective processing while supervising the correction process to assure accuracy.

Master Of Business Administration (M.B.A.), Finance, General

Bachelor'S, Management, Cum Laude