Martin joined Pentegra Retirement Services as a Senior Consultant, responsible for providing plan consulting services to Pentegra’s national client base. He will be working primarily with clients throughout the upper Midwest, helping them to develop effective plan design, manage plan level modifications, and help build employee awareness and appreciation for retirement programs.
Martin will be meeting regularly with clients to conduct annual plan reviews, enrollment and participant education meetings, and is a regular speaker on various retirement topics at industry events and conferences. He has more than 25 years of experience in the retirement plan field, including work with retirement plan clients for regional banks in Wisconsin, and consulting with clients for a national third party administrator.
Martin earned a BA from Amherst College in Amherst, MA, and an MBA from SMU in Dallas, TX. In addition, he has earned the Accredited Investment Fiduciary (AIF) and CEBS designations, and also holds FINRA 6 and 63 licenses.View Topics →