VP Retirement Plan Consultant - Dallas, Texas
As a retirement plan consultant, Tim works with clients to address employee benefit and retirement plan issues. He aggressively advocates for clients with service providers to seek maximum results for plan participants. He continually monitors legislative and regulatory developments related to retirement plan operations and advises his clients about the potential implications for their employee retirement plan benefits.
Tim’s practice exclusively focuses on the design, operations, and compliance of the qualified and non-qualified retirement plans of public sector and private sector employers. Tim has extensive experience with plan-level investment manager search and ongoing due diligence, fiduciary governance, analysis of M&A and divestiture transaction impact on retirement plans for public and closely-held employers, and the treatment of international employees in coordination with global retirement plan benefits. He advises clients concerning investigations and operational corrections under the United States Department of Labor Voluntary Fiduciary Correction Program (VFCP) and the Internal Revenue Service Voluntary Correction Program (VCP).
Wealth Isn’t A Destination. It’s A Mindset.
Whether our clients come to us with a clear vision for the future they intend, or just an idea about what it could be, we help them define that vision and understand how interdependent every financial decision is to making that future a reality.
VisionPoint’s WealthBridge FORMula is a tested, disciplined process designed to help our clients articulate what matters to them and align our subject matter experts so everyone is focused on how to help achieve that vision.
WealthBridge works because it’s built on the vision and values of each individual client. When those two things are congruent and completely aligned, financial independence ceases to be a dream, and becomes a very real possibility.
Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.