John Merwin

John Merwin Email and Phone Number

Retirement Plan Consultant / Shareholder, The Pension Specialists, Ltd. @ The Pension Specialists, Ltd.
machesney park, illinois, united states
John Merwin's Location
Machesney Park, Illinois, United States, United States
John Merwin's Contact Details

John Merwin work email

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About John Merwin

The Pension Specialists, Ltd. is an independent retirement plan third party administrator. Our goal is to provide clients a highly satisfying initial service experience and to provide an ever-improving service experience into the future.Formed in 1987, we have grown to service over 900 employer retirement plans, with services covering over 30,000 plan participants with over $500 million of retirement plan assets. We consult with clients to implement plans and proactively service our clients to maintain interactive communication, maximize benefits and solve problems. Our in-house staff performs all plan administration.Our growth has resulted from referrals received from CPA's, Attorneys, Banks, Insurance and Investment Brokers seeking third party administration for their clients. We also receive many referrals from clients.The Pension Specialists, Ltd. provides services to many well known companies, which include, Broker Dealers, Investment Firms, CPA Firms, Law Firms, Medical Groups, Hospitals, Engineers, Manufacturers and Retail Businesses.Specialties: Provide expertise in retirement plan design and plan operation.Work with companies and business owners to structure the optimal retirement plan to best meet goals of the company, owners and employees.Over 20 years of experience with a focus on plan design and set-up.

John Merwin's Current Company Details
The Pension Specialists, Ltd.

The Pension Specialists, Ltd.

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Retirement Plan Consultant / Shareholder, The Pension Specialists, Ltd.
machesney park, illinois, united states
Employees:
19
John Merwin Work Experience Details
  • The Pension Specialists, Ltd.
    Shareholder
    The Pension Specialists, Ltd. Jan 2002 - Present
  • The Pension Specialists, Ltd.
    Retirement Plan Consultant
    The Pension Specialists, Ltd. Jan 1996 - Present
    Consult with business owners, companies and existing clients on retirement plan design and operation. Help clients establish new retirement plans and review existing retirement plans to design and implement the optimal plan design for their specific needs.
  • Us Retirement Plan Record Keeping, Llc
    Consultant / Shareholder
    Us Retirement Plan Record Keeping, Llc Sep 2006 - Oct 2012
    US Retirement Plan Record Keeping, LLC (USRP) provides clients with unlimited, web-based Defined Contribution services. Our open architecture platform provides advisors and plan sponsors with complete flexibility in making their investment selections for their retirement plan. Our clients, their participants and staff have complete recordkeeping capability via the Web-with fully-integrated functionality for trading, self-directed brokerage accounts, and more in a completely secure environment.
  • Rockford Housing Authority
    Technical Specialist
    Rockford Housing Authority Sep 1993 - Jan 1996
    Assisted the director of the modernization and development department for public housing in Rockford, IL - developed, implemented and monitored budgets and project progression under grants from HUD.

John Merwin Skills

Employee Benefits 401k Insurance Defined Contribution Erisa Profit Sharing Qualified Retirement Plans Small Business Defined Benefit Retirement Plan Consulting Estate Planning Mutual Funds Financial Planners Financial Planning Business Planning Investment Advisory Asset Allocation Securities Wealth Management Strategic Financial Planning Executive Pay

John Merwin Education Details

Frequently Asked Questions about John Merwin

What company does John Merwin work for?

John Merwin works for The Pension Specialists, Ltd.

What is John Merwin's role at the current company?

John Merwin's current role is Retirement Plan Consultant / Shareholder, The Pension Specialists, Ltd..

What is John Merwin's email address?

John Merwin's email address is jo****@****oup.com

What is John Merwin's direct phone number?

John Merwin's direct phone number is +181539*****

What schools did John Merwin attend?

John Merwin attended Rockford University, Rockford East High School.

What skills is John Merwin known for?

John Merwin has skills like Employee Benefits, 401k, Insurance, Defined Contribution, Erisa, Profit Sharing, Qualified Retirement Plans, Small Business, Defined Benefit, Retirement Plan Consulting, Estate Planning, Mutual Funds.

Who are John Merwin's colleagues?

John Merwin's colleagues are Annette Henn, Cathy Scott, Christie Kopecky, Anne Brannon, Terry Moore, Patty Mayfield, Karen Snyder.

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