Ryan H. Rustler Email & Phone Number

Dane County, Wisconsin, United States

Responsible for growing and sustaining the Johnson Bank Retirement Plan business which includes 401k, 403b, 457 and ESOP retirement plans. Provide ongoing support to retirement plan participants and investment committees on industry trends and enhancements.- Cross-functional knowledge of Johnson Financial Group solutions such as employee benefits, property & casualty insurance and commercial lending.- Consult with plan plan sponsor to create administrative efficiencies and ensure plan costs are inline with industry benchmarks. - Ongoing support of existing clients including annual plan reviews, investment performance appraisal, plan document and compliance testing review and counseling.- Extensive knowledge of ERISA & FINRA regulations.

Madison, Wisconsin Area

Responsible for helping families and business owners reach their financial goals through holistic and comprehensive financial strategies in addition to providing solutions to satisfy one specific area of need.On both the corporate and personal side, wealth building and financial protection are crucial to successful retirement planning. Our process is focused on creating maximum efficiencies in both areas. This enables our team to provide families and business owners with a simple, easy to understand roadmap that is designed to help maximize the use of every discretionary dollar for the future. Our approach of "beginning with the end in mind" is the basis for smart, effective, and efficient planning.

Madison, Wisconsin Area

Paylocity's mission is to bring Payroll and HR departments and the professionals who run them, out of the backroom and into the front office. We do this by arming them with the proper tools. We provide a truly innovative cloud based solution with Payroll, HRIS, Reporting, Time & Attendance, Employee Self Service and Manager Self Service. We also do Custom GLs, Custom Accruals, PTO, and Custom Reports. Our flexibility lets us interface with almost any business application and integrate with other providers such as 401k and benefit providers. Paylocity is truly revolutionizing the payroll and HR world. If you haven't met with us, please contact me. Paylocity has a wide variety of integrations set up as well, so I am always looking to network and partner with Benefit Brokers, Financial Advisers, and TPA's.

Madison, Wisconsin Area

Responsible for driving retirement plan sales via high activity and interactions with financial intermediaries, TPA's, mutual fund partners and other centers of influence. Present MassMutual's recordkeeping solution to C-Suite executives of mid to large size organizations. Demo administration and participant facing technology in-person and via virtual meeting. Conduct seminars and drive attendance while leveraging developed internal and external partnerships.

Madison, Wisconsin Area

Responsible for selling ADP’s retirement plan administration and recordkeeping services to clients with less than 50 employees as well as developing strategic external partnerships. On a weekly basis conducts 6 plan sponsor meetings and 6-8 relationship building meetings with financial advisors, RIA’s, DCIO Wholesalers, CPA’s, internal partners and other centers of influence. Responsible for territory management, business planning and all aspects of the sales process from prospecting to close.• 200% of plan FY13 (April - June)• 129% of plan YTD FY14 (July - Present)• 253% of Plan February 2014• Exceeded President’s Club pace• Hand selected as Senior Mentor for new team members• Selected to National Mentor Leadership Council

Madison, Wisconsin Area

Responsible for the sales and marketing of TRA’s third party administration and compliance services through strategic partnerships with financial advisors, investment manager wholesalers, payroll providers, DCIO representatives, CPA’s and other centers of influence. Conducted 10-15 in office meetings and 1-2 group events weekly.

Madison, Wisconsin Area

Responsible for selling 401(k) administration and recordkeeping services to clients with over 50 employees or $1 Million in assets. An a weekly basis conducts five plan sponsor meetings and 8-10 relationship building meetings with financial advisors, 401(k) Wholesalers, DCIO Wholesalers, CPA’s, internal partners and other centers of influence. Responsible for territory management, business planning and all aspects of the sales process from prospecting to close. • Promoted to launch new Sales Division• 117% of Quota YTD• 11 Plans Sold YTD• $12.7 Million in Assets

Madison, Wisconsin Area

Responsible for selling 401(k) retirement plans and Flexible Spending Account administration to small and medium-sized businesses. Conducted 11-13 plan sponsor meetings and 1-2 employee education meetings weekly. Established network of financial advisors, CPA’s and internal partners. Responsible for all aspects of territory management and the sales process from business development to close.• Exceeded Quota, 2007, 2008, 2009, 2010, 2011, 2012 YTD • Presidents Club Incentive Trip, 2008, 2009, 2011• #1 Total Units Sold 2008, 2009, 2011• Circle of Excellence President's Club Qualifier, 2008• Rep of the Year, 2008• Rookie of the Year, 2008 • Corporate Guest Sales Trainer, 2009, 2011• Top Performers Focus Group Invitee, 2009 • 113% of Plan 2011• 121% of Plan 2009• 152% of Plan 2008• 109% of Plan 2007• 484 On-site Group Employee Education Meetings Conducted

Madison, Wisconsin Area

Responsible for selling on-air radio commercials, remote location broadcasts and internet marketing campaigns to small, midsize and large businesses. Conducted 15-18 meetings per week, calling on business owners, marketing directors and national advertising agencies. Managed all aspects of the sales process from prospecting to close. • Exceeded Quota, June – Dec 2004, 2005, 2006 YTD• Accomplished Presidents Club Incentive Trip, 2005• 9 Time Sales Rep of the Month• # 3 of 19 reps, 118% of Plan 2006• # 5 of 22 reps, 107% of Plan 2005• Managed #2 & #9 Billing Accounts

Madison, Wisconsin Area