Michael R. Ingenito Email & Phone Number

155 Wild Oak Drive, Southington, Ct 06489

The Retirement Services industry is about to embark on a new way of doing business due to the new regulation set by the Department of Labor (Regulation 29CFR 408b-2(c)), April 1, 2012. Are you prepared? Retirement Plan Advisory Services can help. We specialize in executive assessment, administration, documentation, education, and plan and systems design so you and your business are in compliance with this new regulation. Visit: rpasvcs.com.

Generated new business by working with financial advisors, investment brokers, and third party administration firms. Attained 75–100 clients per year with total assets of $90M-$125M and achieved top 20 rank every year. Known for implementing a direct approach to daily valuation administration using a multi-fund investment platform.

Developed and implemented the marketing and administrative operations for these firms that included their daily valuation recordkeeping administration systems. Oversaw the management and development of the administrative staff. Spearheaded the electronic trading and system requirements for various recordkeeping programs. Technical consultant to clients for plan design, employee communications, and regulatory compliance.

Education record

B.S., Business Administration