Lawrence Bourget Email & Phone Number

Roseland, New Jersey, Us

Working with financial advisors, TPAs and 401(k) plan sponsors to streamline plan administration, build successful investment platforms and reduce retirement plan costs. When you choose an ADP® retirement plan, you'll benefit from:- Easy-to-use technology for you and your employees- Comprehensive plan integration with ADP payroll- Experienced service and award-winning employee education programs- Access to investment management services- Flexible plan design- Open architecture and unbiased investment choices- Benchmarking data to evaluate plan successADP’s world-class sales team is driving our global growth as a worldwide leader of workforce solutions.

Roseland, New Jersey, Us

Helping Americas workers be prepared for retirement. Design effective retirement plans for business owners. Provide industry expertise to ADP clients and non-clients. Assisting Financial Advisors and CPAs with their with their prospects and clients.

Omaha, Ne, Us

Assist financial advisors with appropriate retirement plan solutions for small and mid-sized companies. Key focus on Retirement plan analysis and strategy, Presentations to retirement plan sponsors, business-building seminars, client seminars/workshops, and industry/product training. Regional wholesaler since 1997 and manages the Mid-Atlantic territory including District of Columbia, Virginia, Maryland, North Carolina, and South Carolina. Over 25 years of experience in the retirement plan industry, responsible for managing relationships with investment professionals. Seven years in administration and compliance with 19 years of expertise consulting with financial advisors and employers. Registered Representative of Mutual of Omaha Investor Services, Inc., Member FINRA/SIPC.

Rochester, Ny, Us

* Provide B2B Retirement Plan Sales/Consulting to clients, non-payroll clients &RIA/FA clients/prospects. Finished Top 5 in plan sales and consulting.

E²MC provides reliable ERISA, Fiduciary and benefits expertise on a project, case or as-needed basis. You will appreciate our highly specialized background in plan management, education, operational and regulatory aspects of benefits and pensions. Flat fee services available to simplify cost containment.

Baltimore, Maryland, Us

* Succeeded in Reestablishing firm branding in region and increasing year-over-year profitability 150%. * Exceeded imposed targets by 50%.

Columbus, Ohio, Us

* Expanded territory sales an average 22.5%.* Surpassed implemented goals 220%.

Toronto, Ontario, Ca

* Increased AUM 900% and revenue generated nearly 70%.* Decreased overhead costs by 30+%.--------------------------------------------------------------------------------------------ADDITIONAL EXPERIENCEVice President ~ Regional Sales Director ~ Retirement Plan SalesCitistreet Retirement ServicesRegional Managing Consultant ~ Retirement Plan SalesTrustar Retirement Services, Inc.Client Manager ~ Retirement Plan OperationsMFS Retirement Services, Inc.Senior Pension Analyst ~ Retirement Plan OperationsFirst New England BenefitsPlan Administrator ~ Retirement Plan OperationsNew York Life Benefit Services

Us

Responsible for direct marketing and sales activity for all aspects of retirement planning for approximately 400 financial consultants in 24 branches in 4 southeastern states. Served as the product wholesaler for all proprietary 401(k) products in market segments from start-up plans to larger mid-market corporate retirement plans, including public and non-public companies. Coordinated and directed marketing efforts specific to branch penetration strategies, scheduling, development of marketing campaigns and presentation materials for the region. Delivered basic and advanced retirement plan training for professional accredited designation to approximately 100 financial consultants. Participated in advanced training via nationwide distance learning broadcast to 500-600 financial consultants. Manage territory responsibilities for outside product vendors, mutual fund wholesalers, third party administration firms and other non-firm representatives.