Scott Rogneby, Aif, Crps, C(K)P Email & Phone Number

Scott Rogneby is a Retirement plan consultant with Tax Sheltered Compensation (TSC). He consults with corporations and non-profit groups of all sizes to help develop strategies and solutions for their ERISA and non-ERISA retirement plan needs. As part of his responsibilities, Scott does extensive research into retirement plan providers. He also assists financial advisors in servicing clients’ retirement plans. He is involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting. Before joining TSC, Scott spent 34 years in the financial services industry. He has in-depth experience in analyzing organizations’ retirement plan needs and recommending appropriate vehicles, including 401(k), profit-sharing and defined benefit plans, cash balance plans, and SIMPLE and SEP IRAs. He has over 34 years of expertise in the areas of plan design, employee education, fiduciary issues and asset allocation. For more than 50 years, TSC has been providing expert retirement plan consulting, design, and administration solutions to clients throughout the United States. As an employee owned company, TSC understands the challenges that employers face and are committed to providing personalized service and year-after-year reliability.

Listed skills include Retirement Planning, Retirement, Investments, Asset Allocation, and 17 others.

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  University Of Minnesota

  Business