Shore Tompkins Actuarial Resources
Retirement Plan Solutions that Perform. Shore Tompkins Actuarial Resources is a leading, creative, high-touch retirement consulting firm, exclusively focused on strategic consulting, design and administration for all major types of retirement and pension plans, including 401k, 403b, Profit Sharing, Defined Benefit, and Cash Balance plans. Our approach to consulting is to provide businesses with creative and practical retirement plan solutions. We help businesses of all sizes and industries to: Design the right plan to attract and retain employees, while allowing business owners and key executives to maximize retirement savings; Take a plan’s administrative burden off your desk; Develop strategies to reduce plan costs, minimize financial and legal risks, or terminate a frozen pension plan. All so that you can get back to your core business! Whether you’re a business in need of retirement plan solutions, a plan sponsor, or a financial advisor, we help you make smart decisions by clarifying the options. Our consultants are some of the best in the business, both highly trained and with deep experience in both small and large size defined contribution and defined benefit pension plans. Uniquely, rather than simply acting as processors, we consult with you to deliver value-added service. Listening to you and understanding your goals is our first priority, because it’s essential to developing the flexible, long-term solutions you need. We do not provide any investment advice. We partner with investment advisors and the major investment companies in the country to offer best-in-class retirement solutions. Let us help you or your clients get back to business knowing that your retirement solutions will be performing at peak level.
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Verified contacts
9
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
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Distinct roles
8
indexed titles
Tech stack
1
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Monthly traffic
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- AS
Andrew Slezak
Director of Cash Balance Services & Retirement Plan Sales Consultant · Other
EmailPhone - MF
Mark Fanning
Manager - Defined Contribution · Finance & Accounting
EmailPhone - DP
Diana Parra
Compliance Consultant · Finance & Accounting
EmailPhone - MP
Matthew Puetz
&, · Other
EmailPhone - NS
Neil Shore
Partner · General Business & Management
EmailPhone - AB
Anna Bielanska
Distribution Coordinator · Operations
EmailPhone - JS
Jasmine Sigaran
Junior Consultant · General Business & Management
EmailPhone - LS
Latasha Shelton
Retirement Plan Consultant at Shore Tompkins Actuarial Resources · Other
EmailPhone
Showing 8 of 9 verified contacts
Top roles at Shore Tompkins Actuarial Resources
8 distinct titles indexed · top 8 shown.
- 1&,
- 1compliance consultant
- 1director of cash balance services & retirement plan sales consultant
- 1distribution coordinator
- 1junior consultant
- 1manager - defined contribution
- 1partner
- 1retirement plan consultant at shore tompkins actuarial resources
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