Robert Alexander Email & Phone Number

Wellington Retirement Solutions, Inc. offers retirement plan administration services to small- and mid-sized businesses across the country. We provide exceptional service at a discounted price. We also help individuals plan for a successful retirement by guiding them with strategies to achieve their goals. As a Pension Consultant, my goal is to assist small- and medium-sized businesses in developing a retirement plan designed to meet the objectives of the business owners and employees alike. With over 10 years in the industry, I can weave through the complex IRS laws to make sure that your retirement plan works for you as an owner, and that your retirement account is working for you as an individual.Please note that due to SEC requirements for Registered Investment Advisor Representatives (RIAs), Endorsements and Recommendations cannot be accepted on my LinkedIn profile.

Listed skills include Accounting, Tax, Iras, 401K, and 13 others.

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  Pension Consultant, Treasurer

  Wellington Retirement Solutions, Inc.

  Oct 2007 - Present - Chantilly, Va

  Pension plan design, administration, tax preparation, retirement planning, ERISA compliance. Focusing on 401(k) Plans with Safe Harbor, Cross-Testing, New Comparability, and other specialized 401(k) Plan provisions.

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  George Mason University

  Accounting