Robert (Bob) Congdon Qka Email & Phone Number

Skills: Plan Documents, Plan Design, Prevailing Wage, Multiple Employer Plans, Qualified 401(k) Administrator (QKA), Defined Benefit, Cash Balance, Sales, Servicing Management, Relationship Management, Seminar Speaker, Proposals & Illustrations. And now the rest of the story:I've built a career around helping plan sponsors understand their retirement plan offerings and how they can best utilize their plan to meet their objectives. I've developed a passion for making that "necessary evil" attract and retain the best employees with the most efficient and cost-effective solutions. Let me briefly explain how I accumulated the experience to lead CEOs, CFOs, HR managers and payroll clerks to pension nirvana.I got my start in Indianapolis at American United Life Insurance Company (now One America) as an RFP Analyst. There is no better way to get up to speed with qualified retirment plans than an RFP. I was promoted to a Pension Underwriter and witnessed sales and service teams battle in what is the closest Pension version of "Let's Make A Deal". In December 1996, I relocated to Baden Retirement Plan Services, a TPA firm in Fort Wayne, IN. Bad timing for my first "busy season", but the best way to get acclimated to their holistic approach to plan administration. I credit these years at the TPA firm as a Consultant, Senior Consultant, Servicing Manager, Sales & Relationship Manager and Plan Document / Plan Design Strategist as the foundation upon which my expertise is built. Fast forward to 2022 and I am utilizing my experience to enhance and develop relationships with current and prospective clients of the bank through their retirement plans. I believe this role affords me the ability to successfully grow the bank's clientele and deepen the retirement plan experience they offer. Exciting and comprehensive solutions including (but not limited to) 401(k), Cash Balance, MEPs, 3(16) services with 3(21) & 3(38) fiduciary options as well.

Listed skills include Mutual Funds, 401K, Retirement Planning, Retirement, and 10 others.

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  Ball State University - College Of Business

  Accounting