Robert Cecil, Aifa

Robert Cecil, Aifa Email and Phone Number

Dallas, TX, US
Robert Cecil, Aifa's Location
Dallas, Texas, United States, United States
Robert Cecil, Aifa's Contact Details

Robert Cecil, Aifa work email

Robert Cecil, Aifa personal email

n/a

Robert Cecil, Aifa phone numbers

About Robert Cecil, Aifa

Over 40 years of experience managing retirement plans for small to medium sized businesses in the DFW area with emphasis on plan design, fiduciary compliance, investment selection and monitoring and participant education. Robert represented the 401(k) Industry as a delegate to meet with ranking members of the U.S. Congress to discuss the private pension system (401ks) and tax reform. This effort contributed substantially to maintaining the level of tax deferred contribution limits we enjoy today. Our goals include reducing the fiduciary risk for company management, improving investment results for participants and minimizing the administrative work load on the the employer with the sponsorship of a 401k plan.CecilCo 401k Managed Solutions is also a full service retirement plan TPA, working in partnership with the largest Defined Contribution Investment Platforms in the country including Fidelity, Schwab, Nationwide Trust and The Principal to deliver a Seemless, Turn-key Solution.Securities offered through Prospera Financial Services, FINRA-SIPC. We will not accept orders and/or instructions transmitted by e-mail, and will not be responsible for carrying out such orders and/or instructions. Please do not transmit such information by e-mail.Specialties: Rigorous investment & recordkeeper analysis and benchmarking of all deliverables and measurable aspects of 401k plans.

Robert Cecil, Aifa's Current Company Details
CecilCo 401k Managed Solutions

Cecilco 401K Managed Solutions

View
President
Dallas, TX, US
Website:
cecilco.com
Robert Cecil, Aifa Work Experience Details
  • Cecilco 401K Managed Solutions
    President
    Cecilco 401K Managed Solutions
    Dallas, Tx, Us
  • Cecilco 401K Managed Solutions
    President
    Cecilco 401K Managed Solutions Dec 1980 - Present
    Dallas, Texas, Us

Robert Cecil, Aifa Skills

Financial Services Mutual Funds 401k Retirement Planning Retirement Investments Management Retirement Plan Consulting Securities Asset Allocation Investment Advisory Financial Analysis Leadership Strategic Planning Series 7 Business Planning Series 63 Financial Planning Wealth Management Mergers And Acquisitions Employee Benefits Defined Contribution Pensions Financial Risk Profit Sharing

Robert Cecil, Aifa Education Details

  • Lousiana State University
    Lousiana State University
  • University Of Pittsburgh
    University Of Pittsburgh
    Fiduciary Compliance

Frequently Asked Questions about Robert Cecil, Aifa

What company does Robert Cecil, Aifa work for?

Robert Cecil, Aifa works for Cecilco 401k Managed Solutions

What is Robert Cecil, Aifa's role at the current company?

Robert Cecil, Aifa's current role is President.

What is Robert Cecil, Aifa's email address?

Robert Cecil, Aifa's email address is rc****@****lco.com

What is Robert Cecil, Aifa's direct phone number?

Robert Cecil, Aifa's direct phone number is (972)-239*****

What schools did Robert Cecil, Aifa attend?

Robert Cecil, Aifa attended Lousiana State University, University Of Pittsburgh.

What are some of Robert Cecil, Aifa's interests?

Robert Cecil, Aifa has interest in Archaeology, Snow Skiing, Fitness, Sports, Tennis, Antiques, Travel, Movies, Mountains.

What skills is Robert Cecil, Aifa known for?

Robert Cecil, Aifa has skills like Financial Services, Mutual Funds, 401k, Retirement Planning, Retirement, Investments, Management, Retirement Plan Consulting, Securities, Asset Allocation, Investment Advisory, Financial Analysis.

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