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Lee Topley

Senior Vice President - Retirement Plan Services

Lee Topley is the Senior Vice President and Manager of Retirement Plan Services at Hancock Whitney Bank, located in Gulfport, Mississippi. He has over 20 years of experience in investment management, trust, and retirement services, making him a seasoned professional in the industry. Topley holds a degree from Penn State University and has a strong background in managing retirement plans and related services.23

His role at Hancock Whitney involves overseeing retirement plan services, where he likely contributes to the development and management of retirement solutions for clients. His expertise in this area positions him as a key figure in the bank's offerings related to retirement planning and investment management.13

Highlights

May 9 · linkedin

Duties of loyalty and prudence! It is amazing that loyalty and best interest of the investor are so tough to accept. People save for retirement and there are industry influencers that are more concerned with making it about what the salesperson can get paid without any associated risks than they are about acting in the best interest of the investor. You are never wrong to do the right thing! Is that hard to abide by?

Dec 6 · linkedin

Wow! Per capita recordkeeping charge of $42 versus $27 (annually) for a 6-year period. If I am a participant, I have been overcharged $90 for the entire class period...Hmm! There are a lot of other fees as well as plan provisions to review before it can be determined that the fees were not reasonable. Hopefully we haven't gotten to the point that a $15 per year potential overcharge per participant (if that is the only issue and is found to be unreasonable) can lead to a multimillion-dollar lawsuit. Heck, one of the participants is invested in two different target date funds...let me guess that is someone else's fault as well. All of this so a law firm can collect a big payday if successful!

Related Questions

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Lee Topley
Lee Topley, photo 1
Lee Topley, photo 2
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Location

New Orleans, Louisiana, United States