Max Denler Aif, Cpfa Email and Phone Number
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Registered Investment Advisor providing comprehensive retirement plan consulting to business and nonprofit organizations. Areas of focus include investment monitoring, fiduciary best practices, plan design, compliance, vendor management, and employee engagement for 401(k), 403(b), Defined Benefit, and Nonqualified Deferred Compensation plan sponsors.
Alliant Retirement Consulting
View- Website:
- alliantretirementconsulting.com
- Employees:
- 5
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Avp Associate ProducerAlliant Retirement ConsultingNew York, Ny, Us
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Avp Associate ProducerAlliant Retirement Consulting Feb 2023 - PresentNew York, New York, United StatesProviding comprehensive retirement plan consulting for business and nonprofit organizations. Offering consultation on investment oversight, management of fiduciary responsibilities, vendor management, plan design, compliance, and employee engagement for 401(k), 403(b), Defined Benefit, and Nonqualified Deferred Compensation plan sponsors. -
Account ExecutiveAlliant Insurance Services - Retirement Services Group Apr 2013 - Feb 2023Greater New York City AreaRetirement Plan Services Account Executive. Servicing employee retirement plans, including investment monitoring, comprehensive plan design consultation, and employee education. Areas of focus include 401(k), 403(b), Defined Benefit, and Deferred Compensation plans in the small, mid, and large markets. -
Client Relationship AssociateTransamerica Retirement Solutions Oct 2011 - Apr 2013Edgewood, NyProvide dedicated service to Plan Sponsors of 401(k) Defined Contribution and Defined Benefit Plans, and provide support to Financial Professionals and Third Party Administrators -
Human Resource Services SpecialistPaychex Mar 2007 - Jun 2011Rochester, NyProvided service on client 401(k) and Section 125 benefit plans. -
Senior Customer Service RepresentativeHsbc Nov 2003 - Mar 2007Rochester, Ny
Max Denler Aif, Cpfa Skills
Max Denler Aif, Cpfa Education Details
Frequently Asked Questions about Max Denler Aif, Cpfa
What company does Max Denler Aif, Cpfa work for?
Max Denler Aif, Cpfa works for Alliant Retirement Consulting
What is Max Denler Aif, Cpfa's role at the current company?
Max Denler Aif, Cpfa's current role is AVP Associate Producer.
What is Max Denler Aif, Cpfa's email address?
Max Denler Aif, Cpfa's email address is md****@****ant.com
What schools did Max Denler Aif, Cpfa attend?
Max Denler Aif, Cpfa attended University Of Rochester.
What skills is Max Denler Aif, Cpfa known for?
Max Denler Aif, Cpfa has skills like Retirement Planning, Defined Contribution, 401k, Series 6, Human Resources, 403 B, Retirement, Series 63, Erisa, Investments, Retirement Plan Consulting, Microsoft Word.
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