Registered Representative, Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.Professional Bio for Nicole Hinman, QPA, QKA, CPFAAs a member of Cambridge's Client Solutions team, I am the retirement plan sales champion for Cambridge advisors. From helping our advisors identify qualified leads to preparing plan design studies, evaluating platform proposals and developing talking points, I can provide all of the tools necessary to help Cambridge advisors build their retirement plan books of business.I have over twenty years of experience in the retirement plan industry, both as a financial advisor and as a third-party administrator. I hold the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals & Actuaries (ASPPA), along with the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA) and the Certified 401(k) Professional (C(k)P) designation from The Retirement Advisor University (TRAU). Professional licenses include FINRA Series 7 and 66, as well as various state life and health insurances licenses.

Pension Inc., a division of American Trust Retirement, is a boutique qualified plan administration firm. We create custom solutions tailored to the unique needs of business owners and their employees. Our highly credentialed staff of professionals provides expert, personalized service to our clients, with a firm commitment to ensuring the tax qualified status of their plans and achieving the best possible outcomes for their plans' participants. As Second Vice President/Sales Executive, I am committed to helping advisors win and retain retirement plan business. From the initial discovery meeting through implementation and beyond, you can count on Pension Inc. to provide you all of the tools necessary to deliver value-added service to your clients. We can provide plan design studies, facilitate vendor searches/comparisons and coordinate plan benchmarking services. We have strong partnerships with the industry's top recordkeeping and investment platforms, so whether your are looking to establish a brand new plan for a private wealth client or compete for an existing plan, coordinate a networking event for your centers of influence, or provide education opportunities for your colleagues, we can help.For more information, or if we can be of service to you or your clients, please contact us.

As Chief Operating Officer, I am responsible for developing relationships with financial advisors and service providers, as well as all sales and marketing functions associated with new business development. Additionally, I am responsible for the internal oversight of all new retirement plan business to the firm, including plan design, plan installation and conversion, as well as managing the daily administrative functions performed by our staff for existing clients.