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Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses

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
Nationwide Investment Services Corp 1 year, 3 months Jul 2013 - Oct 2014
Nationwide Financial 1 year, 5 months May 2013 - Oct 2014
Pnc Financial 8 months Sep 2012 - May 2013
Nationwide Investment Services Corporation 8 months Dec 2011 - Aug 2012
Nationwide 3 years, 9 months Mar 2008 - Dec 2011
Jp Morgan Chase 1 year Mar 2008 - Mar 2009
The Ohio State University 5 years, 11 months Sep 2001 - Aug 2007
Steak N' Shake 6 years, 9 months Jun 2001 - Mar 2008

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.
  • Qualified Plan Financial Consultant
    Designation
    Qualified Plan Financial Consultant
    The QPFC program provides an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals.

Articles and Answers

Insights by Ryan Neff

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

Answers

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Safe Harbor 401k and Highly Compensated Employees?
I concur with the comments that you should not be a HCE unless you are also 5% owner as well. Talking to your HR department should clear this up, but they can always contact their administration firm for a better understanding of their plan design. One question that might be worth asking the HR Dep...  (more)
Answered Jan 2015
Getting divorced. When can you get your spouses ESOP money?
Sorry to hear about the circumstances Tonya, but Robert is correct. Once the divorce is finalized you can submit the QDRO to the employer and the administrator for them to review and execute accordingly. ESOPs can cause a problem as they are not always valuated on a daily basis (meaning the value is...  (more)
Answered Jan 2015
A self employed LLC with both a Defined Benefit Plan and a 401K plan. What is the maximum contribution to the 401K?
I concur with William Tucker on his definition of the rule. There shouldn't be a limit of 6% profit sharing contribution if the plan plan is only covered by a self-employer individual. It should be the 25% of compensation for the employer contribution, which would exclude the employee deferrals. T...  (more)
Answered Jan 2015
If I leave my job because of medical issue and am applying for social security disability do I still get charged?
The income shouldn't be a factor, but as long as is a disability where Social Security will also be approved, then the penalty shouldn't apply as well. A tax professional will be able to better specify if your specific circumstances apply....  (more)
Answered Jan 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 14, 2016
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Nov 10, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Life, Inc. Retirement Services

    Last updated on March 15, 2016
      • $315.0K
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 4
        Accounts
      • $78.8K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees