Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka

Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka Email and Phone Number

President & CEO at ERISA Consultants @ ERISA Consultants
Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka's Location
Nashville, Tennessee, United States, United States
Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka's Contact Details

Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka work email

Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka personal email

n/a
About Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka

I started my career over 30 years ago as an advisor, and progressed into the TPA and compliance space, with the sole purpose of navigating ERISA to help our clients (advisors, CPAs & plan sponsors) improve compliance and boost retirement outcomes.I'm committed to that goal, and excited about the opportunity to promote education through ASPPA.

Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka's Current Company Details
ERISA Consultants

Erisa Consultants

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President & CEO at ERISA Consultants
Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka Work Experience Details
  • Erisa Consultants
    President & Ceo
    Erisa Consultants Jun 1992 - Present
    Brentwood, Tn - Tennessee, Us
    Richard is the founding principal of ERISA Consultants. He brings over 30 years’ experience to the effective design, consulting, and management of qualified retirement plans.Richard is an Accredited Investment Fiduciary Analyst (AIFA) who adheres to a strict interpretation of a fiduciary. As an Enrolled Agent (EA) Richard has earned the privilege of practicing before the Internal Revenue Service. He is also a Certified Pension Consultant (CPC), Certified Plan Fiduciary Advisor (CPFA), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA) and is a member of the American Retirement Association's Leadership Counsel. Richard has contributed case studies for the American Law Institute-American Bar Association’s advanced pension program. He has also provided continuing education programs for CPA groups and has lectured on plan design techniques for medical groups at the RBMA Education Conference.Richard has served as co-chair of the Retirement Plan Academy, the division of the American Retirement Association that provides education and training to more than 19,000 members. As co-chair he worked to redevelop training and educational programs for entry level staff up to senior level consultants, as well as continuing education programs, webinars and publications.Richard has served as a subject matter expert to the Retirement Plan Academy on coverage testing under IRS Code §410(b) and investments. Prior to becoming co-chair of the Retirement Plan Academy, he lead a team to revise and update the investment curriculum of the Certified Pension Consultant program. He also chaired the committee tasked revamping the curriculum of the Qualified Plan Financial Consultant (QPFC) program, a high level training program for advisors working in the qualified plan arena.

Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka Skills

Strategic Planning Investments Finance Management Strategy Leadership Financial Advisory Business Planning Retirement Consulting

Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka Education Details

  • The University Of Southern Mississippi
    The University Of Southern Mississippi
    Banking & Finance
  • Hinds Community College
    Hinds Community College

Frequently Asked Questions about Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka

What company does Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka work for?

Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka works for Erisa Consultants

What is Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka's role at the current company?

Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka's current role is President & CEO at ERISA Consultants.

What is Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka's email address?

Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka's email address is rp****@****mfp.com

What schools did Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka attend?

Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka attended The University Of Southern Mississippi, Hinds Community College.

What skills is Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka known for?

Richard Phillips, Ea, Aifa, Cpc, Cpfa, Qpa, Qka has skills like Strategic Planning, Investments, Finance, Management, Strategy, Leadership, Financial Advisory, Business Planning, Retirement, Consulting.

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