Rick Harshman

Rick Harshman Email and Phone Number

Maximizing your employee's retirement outcomes via creative Retirement Benefit Plan Design & Total Plan Cost Containment @ CBIZ
Washington, DC, US
Rick Harshman's Location
Washington DC-Baltimore Area, United States, United States
Rick Harshman's Contact Details

Rick Harshman personal email

n/a
About Rick Harshman

Employer Sponsor Qualified & Non-Qualified Retirement Programs✥ Defined Contribution: 401(k), Profit Sharing, Money Purchase Pension✥ ESOP✥ 403(b)✥ 457(b): not-for-profit & governmental✥ Defined Benefit, Cash Balance✥ Non-Qualified Deferred CompensationIndustries✥ Financial Services, Banks✥ Higher Education✥ Private Schools K-12✥ Healthcare✥ Not-For-Profit✥ Professional Services✥ Manufacturing✥ Government ContractorsSpecialties & Consulting Services✥ Plan Design✥ Compliance & Administration✥ Investment Advisory & Fiduciary Services✥ Record Keeper search - RFP✥ Government Voluntary Compliance Programs✥ Mergers & Acquisitions✥ Multiple Employer Plans - MEP✥ Commonly Controlled Groups✥ Davis Bacon & Service Contract Acts

Rick Harshman's Current Company Details
CBIZ

Cbiz

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Maximizing your employee's retirement outcomes via creative Retirement Benefit Plan Design & Total Plan Cost Containment
Washington, DC, US
Website:
cbiz.com
Employees:
8381
Rick Harshman Work Experience Details
  • Cbiz
    Cbiz
    Washington, Dc, Us
    View
  • Cbiz
    Executive Vice President
    Cbiz Mar 1997 - Present
    Cleveland, Oh, Us
    Business Specialties:✥ Plan types: 401(k), 403(b), 457, Defined Benefit, Non-Qualified, ESOP.✥ Industries: Banking, Higher Education, Private K-12, Healthcare, Not-for-Profit, Governmental.✥ Specialty: Plan design, compliance, mergers & acquisitions, commonly controlled groups, market analysis & bench-marking, multiple employer plans (MEP), and investment advisory & fiduciary services.
    View
  • Quads
    Vice President & Director Of Retirement Plan Services
    Quads Aug 1993 - Mar 1997
    Business Description:National record keeper of retirement plans - 401(k), 403(b) & 457 plans. QUADS, the record keeper, was affiliated with QUADS Trust Company, a non-depository bank and custodian for qualified and non-qualified plans.Position Description:✥ Supervise the processing operation for over 45,000 retirement plan accounts.✥ Advise more than 2,000 investment advisors nationally on retirement plan design.✥ Coordinate the alliance between a national clearing house and 1,500 investment companies.✥ Oversee development of transfer agent capabilities.✥ Executive committee member responsible for execution of corporate business plan.✥ Direct the development of a proprietary retirement plan record keeping / administration application.
  • Qualified Benefit Services
    Retirement Plan Administrator
    Qualified Benefit Services Jun 1991 - Aug 1993
    Client relationship manager and retirement benefit plan compliance and administration - annual compliance testing, plan valuation and government filing.
  • Prudential Financial
    Special Agent
    Prudential Financial Oct 1987 - Jun 1991
    Newark, New Jersey, Us
    Benefits & Insurance Sales
    View

Rick Harshman Skills

Retirement Retirement Planning Defined Benefit Investments Employee Benefits Retirement Plan Consulting Pensions Investment Management 401k Consulting Erisa Profit Sharing 401 Retirement Savings Plans Investment Advisory Benefits Administration Defined Contribution Financial Services Insurance Mergers Rfp

Rick Harshman Education Details

  • University Of Delaware
    University Of Delaware
    Business Administration - Financial Management
  • Middletown High School
    Middletown High School

Frequently Asked Questions about Rick Harshman

What company does Rick Harshman work for?

Rick Harshman works for Cbiz

What is Rick Harshman's role at the current company?

Rick Harshman's current role is Maximizing your employee's retirement outcomes via creative Retirement Benefit Plan Design & Total Plan Cost Containment.

What is Rick Harshman's email address?

Rick Harshman's email address is rh****@****biz.com

What is Rick Harshman's direct phone number?

Rick Harshman's direct phone number is +140829*****

What schools did Rick Harshman attend?

Rick Harshman attended University Of Delaware, Middletown High School.

What skills is Rick Harshman known for?

Rick Harshman has skills like Retirement, Retirement Planning, Defined Benefit, Investments, Employee Benefits, Retirement Plan Consulting, Pensions, Investment Management, 401k, Consulting, Erisa, Profit Sharing.

Who are Rick Harshman's colleagues?

Rick Harshman's colleagues are Rachel Quigley, Meri G., Baxter Cox, Cpa, Jesse Sanchez, Kenneth Blackburn, Rachel Hermiston, Lizz Briscoe.

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