Senior Plan Advisor
CurrentProviding retirement plan consulting and 3(38) Fiduciary protection for corporate retirement plan clients.
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@rpsplanadvisors.com
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Phil Webb, Aif®, Cpfa is listed as 3(38) Fiduciary | 401k Plan Consultant at RPS Retirement Plan Advisors--a division of Richard P. Slaughter Assoc., based in Argyle, Texas, United States. AeroLeads shows a work email signal at rpsplanadvisors.com and a matched LinkedIn profile for Phil Webb, Aif®, Cpfa.
Phil Webb, Aif®, Cpfa previously worked as Senior Plan Advisor at Rps Retirement Plan Advisors--A Division Of Richard P. Slaughter Assoc. and Director, Business Development at Dailyaccess Corporation.
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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
Listed skills include 401K, Retirement, Retirement Planning, Retirement Plan Consulting, and 45 others.
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Austin, Tx, Us
Providing retirement plan consulting and 3(38) Fiduciary protection for corporate retirement plan clients.
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.
Columbus, Ohio, Us
Working through intermediaries, I delivered 3rd party asset manager and fiduciary solutions for retirement plan participants.
Us
Regional DC and DB retirement plan sales covering a 7 state territory.
Managed investment menus and fiduciary services for Corporate Retirement plan clients. Worked with approx. 35-40 plan sponsors and their participants.
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.
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Phil Webb, Aif®, Cpfa works for RPS Retirement Plan Advisors--a division of Richard P. Slaughter Assoc..
Phil Webb, Aif®, Cpfa is listed as 3(38) Fiduciary | 401k Plan Consultant at RPS Retirement Plan Advisors--a division of Richard P. Slaughter Assoc..
AeroLeads has found 1 work email signal at @rpsplanadvisors.com for Phil Webb, Aif®, Cpfa at RPS Retirement Plan Advisors--a division of Richard P. Slaughter Assoc..
Phil Webb, Aif®, Cpfa is based in Argyle, Texas, United States while working with RPS Retirement Plan Advisors--a division of Richard P. Slaughter Assoc..
Phil Webb, Aif®, Cpfa has worked for Rps Retirement Plan Advisors--A Division Of Richard P. Slaughter Assoc., Dailyaccess Corporation, Nationwide Financial, Emjay Corporation, and Invesmart.
You can use AeroLeads to view verified contact signals for Phil Webb, Aif®, Cpfa at RPS Retirement Plan Advisors--a division of Richard P. Slaughter Assoc., including work email, phone, and LinkedIn data when available.
Phil Webb, Aif®, Cpfa is listed with skills including 401K, Retirement, Retirement Planning, Retirement Plan Consulting, Investments, Mutual Funds, Defined Benefit, and Employee Benefits.
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