Stephen Hughes is a Senior Consultant with Pentera Retirement Services, responsible for providing plan consulting services to Pentegra’s national client base.
Steve has been involved with retirement planning and client consultation since 1985. Steve has extensive expertise in defined benefit plans, 401(k) plans, employee stock ownership plans, non-qualified plans, investments and bank owned life insurance. Steve is FINRA licensed and has active insurance licenses in multiple states.
Steve heads up a team of Senior Consultants whose primary responsibilities are to ensure that their clients receive the high level of service and attention they need for their retirement programs. Steve works directly with clients to develop effective plan designs and consults regularly with clients to make sure all benefit objectives are being met. Through regular on-site visits, Steve is able to keep clients abreast of all current regulatory changes and requirements and can recommend enhancements and modifications when necessary that will keep their program current.
Steve earned a Bachelor of Science degree from Stony Brook University and has been awarded a Qualified Pension Administrator (QPA) designation by the American Society of Pension Professionals & Actuaries (ASPPA).View Topics →