Kelley Fenn

Kelley Fenn Email and Phone Number

Retirement Plan Specialists, Inc. @ Retirement Plan Specialists, Inc.
Kelley Fenn's Location
Oviedo, Florida, United States, United States
Kelley Fenn's Contact Details

Kelley Fenn work email

Kelley Fenn personal email

n/a
About Kelley Fenn

"We Help People Retire!"At RPS, all work is done in-house by our staff of consultants and actuaries, backed by a network of support service personnel and state-of-the-art computer systems. All of our clients’ important information is compiled and analyzed in our office to assure accuracy and confidentiality.As time goes on, businesses change. Additional employees, changing profit pictures and shifting goals require periodic review and adjustments to the programs. Changes also occur in governmental rules and regulations. The RPS staff continually monitors these changes and prepares alternatives for the specific programs as necessary.Specialties: ERPA designation allows us to practice before the IRS. Combo Plan DesignsCash Balance PlansCross Tested Plans401(k) PlansDefined Benefit PlansProfit Sharing PlansESOP/Stock Bonus Plans403(b) Plans457 PlansNon-Qualified Plans

Kelley Fenn's Current Company Details
Retirement Plan Specialists, Inc.

Retirement Plan Specialists, Inc.

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Retirement Plan Specialists, Inc.
Kelley Fenn Work Experience Details
  • Retirement Plan Specialists, Inc.
    Director Of Client Relations
    Retirement Plan Specialists, Inc. Jan 2024 - Present
    Oviedo, Florida, United States
  • Retirement Plan Specialists, Inc.
    Internal Sales/Marketing
    Retirement Plan Specialists, Inc. Mar 2008 - Jan 2024
    Oviedo, Florida, United States

Kelley Fenn Skills

Retirement Defined Benefit Mutual Funds Retirement Planning 401k Management Employee Benefits Financial Analysis Series 63 Direct Mail Campaigns Profit Sharing Wealth Management Tax Strategic Financial Planning 401 Retirement Savings Plans Relationship Management Human Resources Portfolio Management Financial Planning Investments Investment Advisory Financial Advisory Securities Regulation Office Managers Client Relations Internal Sales

Kelley Fenn Education Details

Frequently Asked Questions about Kelley Fenn

What company does Kelley Fenn work for?

Kelley Fenn works for Retirement Plan Specialists, Inc.

What is Kelley Fenn's role at the current company?

Kelley Fenn's current role is Retirement Plan Specialists, Inc..

What is Kelley Fenn's email address?

Kelley Fenn's email address is kf****@****ans.com

What schools did Kelley Fenn attend?

Kelley Fenn attended University Of Central Florida.

What are some of Kelley Fenn's interests?

Kelley Fenn has interest in Mission Statement, Design.

What skills is Kelley Fenn known for?

Kelley Fenn has skills like Retirement, Defined Benefit, Mutual Funds, Retirement Planning, 401k, Management, Employee Benefits, Financial Analysis, Series 63, Direct Mail Campaigns, Profit Sharing, Wealth Management.

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