Kevin Mundy is an experienced retirement plan specialist who specializes in servicing our group retirement plan clients. This entails providing due diligence, design, benchmarking, employee education, and fiduciary compliance of the plans for the benefit of the business owner. He constantly studies the marketplace, including keeping current with tax-law changes as they relate to group retirement plans, working closely with several plan sponsors to understand their investment platform offerings, and coordinating efforts with Third Party Administrators (TPAs) to help keep our plans on the cutting edge and in compliance.
His goal is to ensure that each client maintains a quality retirement plan solution tailored to their needs and ensures the various required services are being provided at a reasonable cost. In addition, he takes the lead when hosting participant education meetings to empower them to take charge of their retirement savings so that one day, they will be able to “retire their way.”
In business since 2007, Kevin has had the experience of navigating many different financial, economic, and retirement environments. He has previously worked with prominent financial firms such as Merrill Lynch, Equitable, Cafaro Greenleaf (now a OneDigital company), Ascensus (formerly ExpertPlan) and UBS. He has held roles such as retirement plan wholesaler, plan advisor, and senior relationship manager. Each of his roles has allowed him to develop into the experienced professional he is today when it comes to being a trusted resource to employers, plan participants, plan sponsors, TPAs, and other professionals in the industry.
Kevin received his Bachelor of Arts from Richard Stockton College. He was born and raised in New Jersey and currently resides in Tinton Falls, NJ, with his spouse. He is a proud father to twin boys and very active with their athletic programs (football & wrestling). He volunteers his time to help support them as a back-up coach for wrestling and time/scorekeeper. Kevin enjoys running, spending time with family & friends, and playing Texas No Limit Hold Em Poker. CRN-6089659-111023