Kevin T Clark, Rf™ Email and Phone Number
Kevin T Clark, Rf™ work email
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Kevin T Clark, Rf™ personal email
As the CEO and Co-Founder of Plan Confidence Corporation, I have over 26 years of experience in providing personalized and compliant investment advice to participants of various retirement plans, such as 401k, 403b, 457, and TSP. I hold the Registered Fiduciary (RF) credential from DALBAR, Inc., and I have completed the Wharton Entrepreneurship Capstone from The Wharton School.I frequently blog about working with "held away" assets on ERISAnerd.com. I have also created a 6 hour ERISA Best Practices training course that's available for 6.5 hours of CFP credit and the 6 hours of "Ethics" credits needed by IARs. My mission is to help investment advisers help the 100 million+ Americans investing in defined contribution plans . To achieve this, I have created and implemented a financial technology (fintech) platform that has solved the research, advice delivery, documentation, and scale issues when working with "held away" assets. My goal is to make "held away" assets as easy to advise or trade as assets under an adviser's custody by creating the first platform to accomplish this.I am an ERISA Nerd, fintech enthusiast and love the financial industry which I have been a part of since 1997!
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Ceo And Co-FounderPlan Confidence CorporationSarasota, Fl, Us
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AlumniMasschallenge Jul 2024 - PresentBoston, Massachusetts, Us"Graduate" of the Mass Challenge Early Stage Accelerator program. MassChallenge is a nonprofit organization that helps entrepreneurs develop new technologies and grow their businesses. It's a global network that connects startups, experts, corporations, and communities to help solve large challenges. -
Chief NerdErisa Nerd Sep 2024 - PresentPlan Confidence Corporation is where we house our software to research, advise & document "held away" accounts at scale.ERISAnerd.com is where I blog and rant about all things ERISA while working with "held away" 401(k) accounts. I hope you find the material informative and entertaining. -
Creator Of The "Erisa Best Practices" Ce CoursePlan Confidence Corporation Apr 2023 - PresentSarasota, Florida, Us
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Ceo & Co-FounderPlan Confidence Corporation Feb 2018 - PresentSarasota, Florida, Us• Provide personalized investment advice to participants regarding investment/financial planning decisions• Adept at working with any plan employer offers including 401k, 403b, 457, TSP, etc)• Maintain and review policies, procedures, and practices to ensure compliance with all SEC & DOL (ERISA) Rules & laws• Provide hands-on guidance of experience in product and business development, strategy, and technology.• Mentor and support advisers with the innovation and the marketing materials they need in maximizing their profitability
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Co-OwnerReddark Technologies, Inc. Nov 2011 - Dec 2019• Directed and managed the profitability of the business and achieve the overall goals of the organization• Created and Implemented a financial technology (fintech) that changes the way investment advice is delivered• Assisted in the development and implementation of programs critical to the growth of the company.• Continuously maximized opportunities and profits by reviewing organizational strategies, identifying gaps, and implementing creative solutions.
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Rr/ IarNext Financial Group, Inc. Apr 2005 - Oct 2017Houston, Texas, Us -
OwnerQuintessential Retirement Services, Inc. 2005 - Oct 2017• Founded company with one goal in mind, to bring the sophisticated "tools" of the wealthy to the "middle-market"• Won the "1998 Rookie of the Year Award" for the state of Illinois. • Recipient of the Entrepreneurial Excellence Award from The Business Ledger for the"Young Entrepreneur of the Year"!• Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals.• Presented investment and financial planning seminars to clients and prospective clients.• Generated new clients using a personal, face-to-face approach that built trust and emphasized personal service to the individual investor.
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Rr/ IarMony Securities Corporation Apr 2001 - Apr 2005 -
Rr/ IarPrudential Financial Oct 1997 - Apr 2001Newark, New Jersey, Us -
Customer Financial ServicesKeebler Company 1995 - Oct 1997
Kevin T Clark, Rf™ Skills
Kevin T Clark, Rf™ Education Details
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Beloit CollegeSociology -
Lake Park High School
Frequently Asked Questions about Kevin T Clark, Rf™
What company does Kevin T Clark, Rf™ work for?
Kevin T Clark, Rf™ works for Plan Confidence Corporation
What is Kevin T Clark, Rf™'s role at the current company?
Kevin T Clark, Rf™'s current role is CEO and Co-Founder.
What is Kevin T Clark, Rf™'s email address?
Kevin T Clark, Rf™'s email address is ke****@****nce.com
What schools did Kevin T Clark, Rf™ attend?
Kevin T Clark, Rf™ attended Beloit College, Lake Park High School.
What are some of Kevin T Clark, Rf™'s interests?
Kevin T Clark, Rf™ has interest in Family, Reading And Writing, Friends.
What skills is Kevin T Clark, Rf™ known for?
Kevin T Clark, Rf™ has skills like Entrepreneurship, Business Development, Business Strategy, Financial Analysis, Fintech, Retirement Planning, Negotiation, Financial Planning, Businessowners, Problem Solving, Mentoring, Blogging.
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