Richard Allison

CEO SWBC Retirement Plan Services

I provide effective solutions to employer-sponsored retirement plans with respect to fiduciary risk management, investment decisions, cost management, and overall plan success. My goal is to ensure the best possible outcome for both the retirement plan sponsor and retirement plan participants.

888-246-5770

Get In Touch

Target Audience

CFOs, HR Executives, CEOs, General Counsel, and Benefit Specialists

Experience

35+ years of experience

Organizations

Advisory Board, Goldman Sachs

License / Certifications

Certified Financial Planner—CFP™
Chartered Financial Consultant—ChFC®
Chartered Life Underwriter—CLU®
Series 65

Education

Master of Business Administration in Finance, Bachelor of Business Administration in Finance
University of Georgia

Executive Management for Trust Executives
The University of Pennsylvania’s Wharton School of Business

Skills andExpertise

Advisory services

Retirement Plans

Financial Planning

Financial Consulting

Investment Recommendation

ConferencePresentations

Best Practices for an Effective Retirement Plan Committee
Covering the Bases—Agreements, Practice Standards, and Minutes
Investment Reviews: Effective Solutions for Universal Challenges
Due Diligence: A Guide to Evaluating Retirement Investment Advisors
Lessons Learned from Retirement Plan Litigation—Are You Asking the Right Questions?

PublishedWork

Department of Labor Fiduciary Ruling: 5 Things You Need to Know

Recruit, Retain, Retire: The Employee Lifecycle

Contact Us

Mega Menu Insert

Richard Allison

Target Audience

Experience

Organizations

License / Certifications

Education

Skills andExpertise

ConferencePresentations

PublishedWork

Contact Us

Mega Menu Insert

subMenu3 Content Insert | 3 Columns

subMenu16 Content Insert | 1 Columns

subMenu18 Content Insert | 1 Columns

subMenu15 Content Insert | 1 Columns

subMenu14 Content Insert | 1 Columns

subMenu13 Content Insert | 2 Columns

subMenu4 Content Insert | 3 Columns

subMenu9 Content Insert | 1 Columns

subMenu17 Content Insert | 1 Columns

subMenu12 Content Insert | 3 Columns

subMenu11 Content Insert | 1 Columns

subMenu5 Content Insert | 1 Columns

subMenu8 Content Insert | 1 Columns

subMenu10 Content Insert | 1 Columns

subMenu2 Content Insert | 3 Columns

subMenu6 Content Insert | 1 Columns