Retirement & Investments
Defined Contribution (401K), Defined Benefits (Pension), and Health & Welfare. Areas of focus are: administration,
compliance, consulting, sales, implementation, product development, actuarial, marketing & communications, investment
management, relationship management and quality assurance. Most opportunities are senior roles, such as Director, VP,
or high level management. Reardon also works with critical searches in record keeping and conversion specialist roles,
including education consultants.
Wayland Williams, an expert with 15 years in this specialized recruiting field, manages this operation at Reardon Associates. He has been a resource for the Defined Contribution News and has handled large hiring projects for companies seeking to change recordkeeping systems such as Trustmark to OmniPlus or Relius.
Key words in market are: CEBS, SPARK, QPA, ERISA, CFA, EA, Top Heavy, ADP, 5500 Reporting, DOL, FAS 87, RMD, OBRA, QDRO, 415(b), 415(c), 401(a) 17, 403(b), 401(k).
Handling large hiring projects for companies seeking to change recordkeeping systems such as Trustmark to Omni Plus, or Relius. Heavy involvement with (EA) Enrolled actuaries and talented professionals earning certifications in either CEBS, SPARK, CFA or QPA and many who have worked within areas of ERISA, Top Heavy, ADP, 5500 Reporting, DOL, FAS 87, and other forms of pension calculations, RMD, OBRA, QDRO, 415(b), 415(c), 401(a) 17, 403(b), 401(k).
Top producing sales professionals weather working direct or through intermediaries, either Retail or Institutional. Thorough understanding of their production through plans sold, assets and participants involved. Understanding the professional’s management capability, leadership, presentation, base salary with trailers and basis points. Working with implementation they must map from prior record-keeper to new company format including being able to create calculator codes.
Within last few years Defined Benefits and Defined Contribution have been sought out with working experience together in one job versus late 90’s and early millennium stages where working experience has been very much separated in either 401(k) and Pension. Certain companies are either just in consulting and don’t offer recordkeeping services, while others are only a Third Party Administrator. Companies that are a full cycle Retirement & Investment firm work entirely different then the firms that offers only certain services. Work with Reardon and the Retirement Services division that can work with you based on numerous years of experience and knowledge within the DC, DB, and H&W practice
Experience the Reardon difference, contact us @ 781-329-2660.
wwilliams@reardonassociates.com