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Kevin Wallace

Retirement Plan Advisor at Slavic401K

Kevin Wallace is a Retirement Plan Advisor at Slavic 401k, based in Boca Raton, Florida. He has over nine years of experience in helping businesses manage their retirement plans, focusing on compliance with ERISA regulations and providing tailored retirement solutions for various organizations.13

Professional Background

  • Current Role: As a Retirement Plan Advisor at Slavic 401k, Wallace assists employers in navigating the complexities of retirement plan management. His expertise includes offering guidance on 401(k) plans and helping businesses implement effective retirement strategies.12
  • Previous Experience: He has also worked as a Plan Mergers and Acquisitions Specialist, which involved overseeing the integration of retirement plans during corporate mergers.

Education and Certifications

Wallace holds several professional designations that enhance his qualifications in retirement planning:

  • QKC (Qualified 401(k) Consultant)
  • QKA (Qualified 401(k) Administrator)
  • CPFA (Certified Plan Fiduciary Advisor)
  • NQPC (Nonqualified Plan Consultant)

These certifications indicate his commitment to maintaining high standards in retirement plan advisory services.13

Company Overview

Slavic 401k specializes in providing comprehensive retirement savings solutions for small businesses, including various types of 401(k) plans. The company aims to simplify the retirement planning process for employers and their employees, ensuring that participants can effectively save for their future.24

Highlights

Jan 21 · slavic401k.com
401(k) Company | 401(k) Providers | Retirement Plan Providers
Dec 9 · slavic401k.com
Wealth Management - Slavic401k
Dec 9 · slavic401k.com
401k Questions, 401k Plans | Slavic401k Support Center
Dec 8 · slavic401k.com
401k for Small Business, 401k Technology | Slavic401k
Sep 21 · advisorcheck.com
Kevin Anthony Wallace | Financial Professional | Oak Forest, Illinois

Related Questions

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Kevin Wallace
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Location

Boca Raton, Florida