Member Profiles
Page 1 2 3 (Records Found: 11)Name | Richard |
Phone | 610-644-3069 |
Click here to email me! | |
Salary | Negotiable |
State | Pennsylvania |
Willing to Relocation? | No |
Recent Positions |
President Flynn 401(k) Solutions Malvern, PA 19355 (Plan Sponsor Consult 401K) Founder, President & CEO Malvern Benefits Corporation Malvern, PA (401(k) Plan Admin/Consult) Senior Manager Ernst & Young Philadelphia, PA (HR Consult) |
Key Accomplishments |
Developer of high efficiency Ops models, electronic trade process, full daily valuation, ETF funding, and full fee disclosure and assessment for large, mid-sized and small 401(k) plan sponsors. Introduced Large plan operational efficiencies to mid-sized and small plan markets to reduce internal costs, provide full daily process and reconciliation to market dominated by modified balance forward investment and insurance product. Developed ETFs as Daily Valuation 401(k) investments while satisfying QDIA requirements dramatically reducing internal plan costs. Speaker and educator on 401(k) plan structure and regulations in the Greater Philadelphia Area. Former member of the Business Adjunct Faculty at the Pennsylvania State University Graduate Center at Great Valley, PA. |
Education / Skills |
Fellow of the ISCEBS Program administered by the Wharton School of the University Of Pennsylvania. Charter Member of the Greater Philadelphia Chapter of ISCEBS and former President. Co-Founder of the Cheaspeake Chapter B.A. The Pennsylvania State University Active Member of the Greater Philadelphia Senior Executive Group and 3 of its professional subgroups. |
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