Charles W. Coldwell, Jr. “Chuck” is Vice President, Consulting Services, and oversees Pentegra’s retirement plan consulting group, the high level relationship management team for Pentegra’s national client base.
As a key member of Pentegra’s management team, Chuck works with his team to develop strategic initiatives designed to enrich the client and participant experience.
Chuck brings more than thirty years of extensive retirement plan consulting experience to his role. He has worked with clients nationwide in developing, designing and managing qualified and non-qualified retirement programs, with a focus on best practices for retirement plans. He has played a leading role in working with many of our highest profile clients, and brings a unique combination of vision, client focus and passion for customers.
Chuck began his career with Pentegra in 1978. He left the organization in 2002 when he joined Glenn G. Geiger Company to focus his efforts on executive and director benefit programs. He rejoined Pentegra in 2011 as a senior member of the Consulting Services team. He has been instrumental in expanding the consulting team’s depth and breadth of experience, and has played a central leadership role in broadening the organization’s client initiatives.
A graduate of St. Lawrence University in Canton, NY, he holds a Bachelor of Arts degree in Economics and Psychology. He also maintains FINRA Series 6 and 63 registrations along with life, health and disability insurance licenses in eight states.View Topics →