Phil Webb, Aif®, Cpfa

Phil Webb, Aif®, Cpfa Email and Phone Number

3(38) Fiduciary | 401k Plan Consultant @ RPS Retirement Plan Advisors--a division of Richard P. Slaughter Assoc.
Phil Webb, Aif®, Cpfa's Location
Argyle, Texas, United States, United States
Phil Webb, Aif®, Cpfa's Contact Details

Phil Webb, Aif®, Cpfa work email

Phil Webb, Aif®, Cpfa personal email

n/a
About Phil Webb, Aif®, Cpfa

RPS Retirement Plan Advisors serves as a partner and named 3(38) fiduciary for a company's401(k) plan. Through a partnership with us, plan sponsors are positioned to offer a retirement savings plan that is designed to guide employees to retirement success while being efficiently compliant.The resulting benefit for the company, and you as the plan sponsor, is a plan that is:-Cost effective-Valued by employees-Less stressful on your professional workload-Department of Labor audit ready-Limiting of company and personal fiduciary liability

Phil Webb, Aif®, Cpfa's Current Company Details
RPS Retirement Plan Advisors--a division of Richard P. Slaughter Assoc.

Rps Retirement Plan Advisors--A Division Of Richard P. Slaughter Assoc.

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3(38) Fiduciary | 401k Plan Consultant
Phil Webb, Aif®, Cpfa Work Experience Details
  • Rps Retirement Plan Advisors--A Division Of Richard P. Slaughter Assoc.
    Senior Plan Advisor
    Rps Retirement Plan Advisors--A Division Of Richard P. Slaughter Assoc. Nov 2013 - Present
    Austin, Tx, Us
    Providing retirement plan consulting and 3(38) Fiduciary protection for corporate retirement plan clients.
    View
  • Dailyaccess Corporation
    Director, Business Development
    Dailyaccess Corporation Oct 2008 - Nov 2013
    Assisting plan advisors with designing effective fiduciary solutions for their clients. Also working with plan sponsors to make sure current retirement and benefit plan designs meet the needs of the company and the participants.
  • Nationwide Financial
    Sales Director--Managed Accts For Retirement Plans
    Nationwide Financial Mar 2006 - Oct 2008
    Columbus, Ohio, Us
    Working through intermediaries, I delivered 3rd party asset manager and fiduciary solutions for retirement plan participants.
    View
  • Emjay Corporation
    Regional Retirement Wholesaler
    Emjay Corporation Oct 2005 - Mar 2006
    Us
    Regional DC and DB retirement plan sales covering a 7 state territory.
    View
  • Invesmart
    Investment Advisor
    Invesmart Mar 2003 - Oct 2005
    Managed investment menus and fiduciary services for Corporate Retirement plan clients. Worked with approx. 35-40 plan sponsors and their participants.
  • John Hancock/Manulife Financial
    Enrollment Coordinator/Relationship Manager
    John Hancock/Manulife Financial Jun 1997 - May 2002
    Initially spent time as an enrollment coordinator for retirement plans--interacting with thousands of participants in group and one-on-one settings to deliver financial/retirement education. Subsequently worked to develop and maintain client and intermediary relationships as a TPA Manager.

Phil Webb, Aif®, Cpfa Skills

401k Retirement Retirement Planning Retirement Plan Consulting Investments Mutual Funds Defined Benefit Employee Benefits Series 7 Wealth Management Financial Services Asset Allocation Relationship Management Profit Sharing Financial Advisory Defined Contribution Business Planning Investment Advisory Wealth Securities Series 63 Finra Pensions Erisa Investment Strategies Series 65 Qualified Retirement Plans Series 6 Cash Balance Uniform Combined State Law Iras Strategic Financial Planning Pension Administration Investment Management Alternative Investments Separately Managed Accounts Financial Planners Wealth Management Services Fiduciary Services Behavioral Finance Financial Planning Variable Annuities Cash Balance Plans Plan Design Marketing Public Speaking Account Management Blogging Retirement Savings

Frequently Asked Questions about Phil Webb, Aif®, Cpfa

What company does Phil Webb, Aif®, Cpfa work for?

Phil Webb, Aif®, Cpfa works for Rps Retirement Plan Advisors--A Division Of Richard P. Slaughter Assoc.

What is Phil Webb, Aif®, Cpfa's role at the current company?

Phil Webb, Aif®, Cpfa's current role is 3(38) Fiduciary | 401k Plan Consultant.

What is Phil Webb, Aif®, Cpfa's email address?

Phil Webb, Aif®, Cpfa's email address is ph****@****ors.com

What skills is Phil Webb, Aif®, Cpfa known for?

Phil Webb, Aif®, Cpfa has skills like 401k, Retirement, Retirement Planning, Retirement Plan Consulting, Investments, Mutual Funds, Defined Benefit, Employee Benefits, Series 7, Wealth Management, Financial Services, Asset Allocation.

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