Personal Information
Organização/Local de trabalho
Tampa/St. Petersburg, Florida Area United States
Cargo
President/CEO, 401k Administration Service Provider. AIFA, CFP, ERPA, QPA, CRPS
Setor
Finance / Banking / Insurance
Sobre
Terry has been in the Retirement Plan Industry since 1981. He is an experienced retirement plan consultant who works with clients and advisers across the country on a fee-for-service basis. He is the founder and President of American Pension Services, LLC, a fee-for-service third party administration firm located in Clearwater, Florida.
He also oversees the operations of The Platinum 401k, a unique multiple employer plan solution for small to medium-sized employers.
Terry is a frequent speaker at industry conferences, including those sponsored by ASPPA, fi360, The Center for Due Diligence, NAPA 401(k) Summit, DCPI, PLAN ADVISOR, Wolters Kluwer, the United States Chamber of Commerce and ...
Marcadores
mep
platinum
terrance power
open mep
terry power
401k
american pension services
montgomery
naepo
peo
413
plan adviser
multiple choices
multiple employer plan
plan sponsor
american pension
mike montgomery
lara hise
Ver mais
Apresentações
(1)Personal Information
Organização/Local de trabalho
Tampa/St. Petersburg, Florida Area United States
Cargo
President/CEO, 401k Administration Service Provider. AIFA, CFP, ERPA, QPA, CRPS
Setor
Finance / Banking / Insurance
Sobre
Terry has been in the Retirement Plan Industry since 1981. He is an experienced retirement plan consultant who works with clients and advisers across the country on a fee-for-service basis. He is the founder and President of American Pension Services, LLC, a fee-for-service third party administration firm located in Clearwater, Florida.
He also oversees the operations of The Platinum 401k, a unique multiple employer plan solution for small to medium-sized employers.
Terry is a frequent speaker at industry conferences, including those sponsored by ASPPA, fi360, The Center for Due Diligence, NAPA 401(k) Summit, DCPI, PLAN ADVISOR, Wolters Kluwer, the United States Chamber of Commerce and ...
Marcadores
mep
platinum
terrance power
open mep
terry power
401k
american pension services
montgomery
naepo
peo
413
plan adviser
multiple choices
multiple employer plan
plan sponsor
american pension
mike montgomery
lara hise
Ver mais