Steven Parmelee

Steven Parmelee Email and Phone Number

Senior Consultant @ Fiduciary Pension Partners
Westport, CT, US
Steven Parmelee's Location
Westport, Connecticut, United States, United States
Steven Parmelee's Contact Details

Steven Parmelee work email

Steven Parmelee personal email

About Steven Parmelee

Fiduciary expert for Qualified Retirement Plans, who can help CFO's get the most out of their program. We identify and monitor the best investment vehicles avalaible from your vendor and negotiate cost reductions. This process also reduces the CFO's fiduciary liablity.Specialties: Fiduciary guidance and protection for Qualified Retirement Plans.Fund monitoring and replacement recommendations.Benchmarking expenses and funds.Co-Fiduciary Support.

Steven Parmelee's Current Company Details
Fiduciary Pension Partners

Fiduciary Pension Partners

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Senior Consultant
Westport, CT, US
Steven Parmelee Work Experience Details
  • Fiduciary Pension Partners
    Senior Consultant
    Fiduciary Pension Partners
    Westport, Ct, Us
    View
  • Westport Benefits Group
    President
    Westport Benefits Group 2004 - Present
    401(k) and Fiduciary support for CFO's of small/mid-size companies
  • Provident/Nationwide
    Regional Vice President
    Provident/Nationwide 1996 - 2004
    Sales of Manager-of-Managers products / 401(k) programs to small and mid size retirement plans through a network of brokers and agents.
  • Shawmut Investment Advisers
    Vice President
    Shawmut Investment Advisers 1994 - 1996
    Marketing institutional 401(k), Deferred Compensation and Trust/Custody products to mid size companies
  • Provident Mutual Life
    Senior Pension Consultant
    Provident Mutual Life 1993 - 1994
    Bundled 401(k) sales to mid and smaller market
  • Penn Mutual Life
    Regional Pension Sales Director
    Penn Mutual Life 1992 - 1993
    Helped develop and market new daily valuation 401(k) product
  • The Travelers
    Regional Director
    The Travelers 1975 - 1992
    Direct sales to Fortune 500 retirement plans and their consultants. Products included domestic and international equities, fixed income, guaranteed products and asset allocation.

Steven Parmelee Skills

Retirement Retirement Planning 401k Investments Mutual Funds Asset Allocation Financial Services Employee Benefits Pensions Deferred Compensation Equities Wealth Management Funding Financial Advisory Fixed Income Sales Strategic Financial Planning Qualified Retirement Plans

Steven Parmelee Education Details

Frequently Asked Questions about Steven Parmelee

What company does Steven Parmelee work for?

Steven Parmelee works for Fiduciary Pension Partners

What is Steven Parmelee's role at the current company?

Steven Parmelee's current role is Senior Consultant.

What is Steven Parmelee's email address?

Steven Parmelee's email address is gi****@****aol.com

What is Steven Parmelee's direct phone number?

Steven Parmelee's direct phone number is +120322*****

What schools did Steven Parmelee attend?

Steven Parmelee attended University Of Connecticut.

What are some of Steven Parmelee's interests?

Steven Parmelee has interest in Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, The Arts, Home Decoration, Health, Cooking.

What skills is Steven Parmelee known for?

Steven Parmelee has skills like Retirement, Retirement Planning, 401k, Investments, Mutual Funds, Asset Allocation, Financial Services, Employee Benefits, Pensions, Deferred Compensation, Equities, Wealth Management.

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