Seth Larner Email & Phone Number

Boston, Ma

As the Retirement Plan Sales Consultant, Seth educates financial advisors, business owners and CPA’s on the importance of a qualified plan. By educating on the proper plan design; business owners and financial advisors see the benefit to have qualified plans added to a business benefit package for employee retention and tax savings. Compass Retirement Consulting Group is a third party administration firm. The firm specializes in • Qualified Retirement Plan design for business owners and their employees• Preparation of the required legal Plan Documents• Plan submission to the IRS (if necessary) for IRS Determination letters• Performs the required annual coverage, discrimination and benefits testing• Completes annual report to the employer• Preparation of the required Government Form 5500 and all related attachments• Maintains Plan Document compliance• Annual review with the Plan Sponsor

Beverly Ma

• To review long range plans and educational changes• To ensure strong financial management and financial resources

Boston Ma

• Responsible to build sales pipeline, and be a consultant for advisors and perspective plan trustees in the 401K market • Goal oriented environment, with a sales goal of 48 million (Covering, New York, New Jersey and Kentucky) • Simplify retirement plan industry to advisors and plan trustees (i.e. fiduciary responsibility, plan costs, investment policy statement, conversion options, etc.)• Discuss retirement plan design with plan trustees to make sure current plan has correct plan design to max deferral possibility for participants• Update advisors and plan trustees on regulation updates from the DOL and industry trends• Call and discover new prospects that have viable 401K leads and opportunities

Boston Ma

• Internal wholesaler for two territories with a sales goal of 150 million; Covering Texas, Oklahoma and Pennsylvania• Assist with the launch of four new product offerings• Simplify complex understandings of retirement products for high net worth clients • Create new marketing campaigns to establish an increasing market penetration with new prospects in the territory

Portsmouth Nh

• Created Summer 2006 marketing campaign• Analyzed regional economic potential

Bs, Community Development

High School