Ryan Moore, Crps Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

Tandem Wealth Advisors is an investment management firm focused on investors' needs in an ever-changing world of increasing complexity. The firm manages money for retirement fund participants in 401(k) plans through its Tandem Collective Funds® and Tandem ETF Portfolios®. Through asset allocation, lower fees, and increased transparency, Tandem provides performance with risk-and-return objectives suited to client and plan participant needs. Peace of mind performance for investors is our priority.Ryan Moore, Vice President, brings more than 17 years of industry experience to Tandem. His career has been focused on working directly with qualified retirement plan advisors, recordkeepers, investment managers, and other retirement plan service providers to improve and make their businesses run more efficiently. Most recently he served as Vice President, Regional Sales- West Region Benetic, Inc. Prior to that, he worked as Vice President Retirement Plan Sales Prudential and as Managing Director – Retirement Services Wholesaler for MassMutual Financial Group. Ryan helps advisors, retirement consultants and plan sponsors use Tandem’s actively managed, risk-based portfolios to offer simple solutions that increase service differentiation and provide participants with peace of mind performance. He holds an Associate’s degree from Georgia State University Perimeter College.

Denver, Colorado, United States

For the past 17 years I have worked directly with qualified retirement plan advisors, recordkeepers, investment managers, and other retirement plan service providers to improve and make their businesses run more efficiently. At Benetic, LLC my focus is on introducing our timesaving, efficiency enhancing technology to retirement plan service providers. Our platform empowers advisors and consultants to find providers that meet their criteria by streamlining the search, selection, onboarding, and account management process. The platform is a true end-to-end digital solution for advisors, recordkeepers, asset managers, and plan service providers to support their clients while growing their businesses.For retirement plan advisors I continually look for ways to demonstrate how our platform allows them to spend minutes selecting and managing vendors while making plan service changes more efficiently. For recordkeepers, I am constantly looking to demonstrate how our enhanced platform will help them increase their new business with lower effort and cost. For asset managers, through our platform analytics, I am looking for ways to demonstrate how our platform can help them to access current and new advisors based upon their competitive position in the market.Want to learn more? Register here for one of our monthly webinars: https://lnkd.in/gBdut9hY Specialties: Retirement Plan Consulting | Retirement Plan Design | Retirement Plan Administration | Competitive Analysis

Denver, Colorado, United States

Prior to the sale of Prudential’s full-service retirement business to Empower Retirement I was responsible for Prudential’s sales efforts in the mid-market space – plan size $10MM to $200MM. I provided a comprehensive suite of retirement recordkeeping and administration services to financial professionals, plan sponsors and participants.Prudential’s full-service retirement recordkeeping business comprised more than 4,300 workplace savings plans, through which approximately 4 million plan participants have saved $314 billion in assets and included more than 1,800 employees.

Denver, Colorado, United States

Prior to the sale of MassMutual’s retirement business to Empower I was responsible for MassMutual’s retirement plans in the $5MM to $25MM range.Focused on the small market retirement plans I developed, directed, implemented, and maintained a business plan to achieve sales and growth goals for the small market retirement plan service product line. I built, enhanced, and directed the relationship with firms and institutions in my territory. I also build, directed, and maintained external sales programs/plans which resulted in an increase in sales revenue and market share within my territory.Massachusetts Mutual Life Insurance Co. administers retirement plans such as 401(k)s for companies, including 26,000 workplace savings plans through which approximately 2.5 million participants have saved $167 billion in assets, according to the company.

Denver, Colorado

As a Regional Vice President for CUNA, I was primarily responsible for the facilitation of the growth of CUNA’s retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms.CUNA acquired CPI, a Great Bend, Kansas-based recordkeeper and shifted their focus to predominately credit unions.

Midwest And Western Regions

External DCIO Wholesaler

Greater Denver Area

Internal Retirement Plan Wholesaler

Greater Atlanta Area

Direct Retirement Plan Consultant

Associate'S Degree, Business Administration And Management, General

Chartered Retirement Plan Specialist (Crps), Retirement Planning

The College for Financial Planning® — A Kaplan Company, is the nation’s leading financial education institution. Founded in 1972.