Meet
Meet Kevin Delaney
CPFA
VP of Business Development
Email: kevin@retirementsolutiongroup.com Phone: Phone: 866-352-7731 Ext.415
With RSG since 2021
My Favorite Thing About My Work at RSG
The best is when you can educate an owner or key person on 401k plan design that suits their needs and goals of starting a plan.
About Me
Kevin joined the RSG team in 2021 as the VP of Business Development, where he helps create strategic business partnerships and steward new clients into RSG. He first began working in the pension field in 2010 and now brings those years of pension plan design to small and medium-sized businesses seeking outsourced 401(k) and pension department capabilities. Kevin approaches each case as a unique opportunity for RSG, tailoring the best solution for all involved.
His consultative approach, plan design expertise, and passion for pension is always appreciated and infectious. Whether it comes to plan design for 401(k) plans, or defined benefit plans, Kevin consults new clients on the value of working with RSG.
My Licenses and Certifications
- Certified Plan Fiduciary Advisor (CPFA)
- Life and Health Licensed (NH/MA/ME)
Participate! Establish a plan if you are a small business owner since regular employees rely on 401k savings as their main source of income at retirement.
What I do at RSG
- Advisory
- Third Party Administration
Ask Me About
- Annual Plan Administration
- Plan Analysis
- Plan Health and Participant Analysis
- Plan Design and Documentation
- Defined Contribution Plans
- New Business Development
Background
Undergrad at University of New Hampshire5+ years of industry experience.
In My Spare Time I Like...
I love to golf (2 handicap), to travel, and being Dad to my son and daughter. I also love to cook!