Back to top

Tripp Welch

Precision Planning To and Through Retirement

Match Grade Advisors
CO-MANAGING MEMBER

Greenville

SC

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Match Grade Advisors, LLC 1 year Dec 2018 - Present
Founders Financial Securities, LLC 9 years, 1 month Nov 2009 - Dec 2018
Welch Benefit Group, Inc. 14 years, 8 months Apr 2005 - Present

Designations & Memberships

  • American Society of Pension Professionals & Actuaries
    Membership
    American Society of Pension Professionals & Actuaries
    The American Society of Pension Professionals & Actuaries is the premier educator and policy advocate for over 7,500 career professionals actively engaged in the retirement plan industry.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified 401(k) Professional
    Designation
    Certified 401(k) Professional
    The C(k)P designation represents the pinnacle of achievement for the professional Retirement Plan Advisor, recognizing a combination of substantial practice retirement plan management experience, and the completion of a comprehensive and highly specialized educational program.

Articles and Answers

Insights by Ray Welch

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Question about 401K during mergers and acquisitions?
It depends on the terms of the merger/aquisition. The fact that the new company does not have a plan established does not seem to point to the fact that you will have a forced election. Most mergers give employees the option to 1) keep $ in the old plan, 2) roll to an IRA or 3) move $ to the new p...  (more)
Answered Feb 2018
I'm 32 yrs old should i invest more in my 401k or Roth? and should i continue with my stock purchase plan?
It is hard to advise on the stock purchase plan without knowing more details. If your your 401(k) has a match, you should contribute a sufficient percentage of your paycheck to get all of the free company match that is available. If you still have the ability to save and you can contribute to a Ro...  (more)
Answered Feb 2018
Can I resign from my employer, cash out 401k and get rehired? Is this illegal?
The 401(k) plan document governs the operation of the plan. It sounds as though the document prohibits in-service withdraws therefore you would have to separate from service to be able to access your savings. Plan documents have re-hire provisions in their eligibility determination language so goi...  (more)
Answered Feb 2018
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 19, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jan 19, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Jan. 20, 2019
      • $100.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 0
        number of clients
      • $0
        Estimated Average Account Balance Per Client

    Match Grade Advisors

    Last updated on Jan. 2, 2019
      • $140.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 164
        Accounts
      • $854.4K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements