Rob Kotler, Aif® Email & Phone Number

Washington, DC, US

Baltimore, Maryland Area

Robert is the leader of RCM&D’s Retirement Services practice and works with a variety of retirement plan types. As part of the team he assists with the design and implementation of, and supports the Retirement Plans of RCM&D clients.Investment advice offered through Global Retirement Partners, a Registered Investment Advisor. RCM&D, GRP and LPL Financial.

Washington D.C. Metro Area

Retirement Plan Consulting and Sales. Work with plan sponsors who are providing 401(k) and profit sharing plans,to help corporations transform conventional benefits packages into cost-effective tools to attract and retain key employees.

Washington D.C. Metro Area

Responsible for the management of existing client relationships while also attracting new clients and prospects to the firm. Involved in the sale of 401(k), 403(b), SIMPLE and SEP plans for Mutual of America. Consulted on plan design cost and other areas of retirement plan operation.

Washington D.C. Metro Area

Institutional Investment ServicesDirected all relationship management, marketing, and corporate communication activities as the primary point of contact for clients and prospects. Developed and implemented the firm's marketing strategies, created new marketing materials, and ensured the delivery of a consistent marketing message to enhance the HCM brand..

Annapolis, MD

Full service financial planning and investment servicesBuilt relationships with high-net-worth individuals and families, identified their immediate and long-term needs, and created investment strategies to work towards their financial objectives. Managed asset allocation, frequently reviewed client accounts for deviation from strategies, and adjusted as.

Baltimore, Maryland Area

Full service financial planning and investment servicesBuilt relationships with high-net-worth individuals and families, identified their immediate and long-term needs, and created investment strategies to work towards their financial objectives. Managed asset allocation, frequently reviewed client accounts for deviation from strategies, and adjusted as.

Easton, MD

Reviewed Plan Documents and determined optimal provisions based on client’s situations and needs. Determined plan eligibility, contribution calculations, and completion of cross testing calculations under different scenarios. Conducted all facets of plan administration and annual compliance testing of qualified plans.

Baltimore, Maryland Area

Act as a primary contact for plan sponsors to resolve day to day 401(k) plan questions and issues for enterprise level clients.