Derek O'Neill Email
President and CEO @ Regency Retirement Plan Consultants
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Derek O'Neill Location
- Ramsey, NJ, US
Derek O'Neill Work
- 2011 -now President and CEO @
- 1994 -2011 Vice President @
- 1991 -1993 Regional Director, Institutional Retirement Services @
- 1982 -1991 Regional Director, Retirement Services @ State Mutual
Derek O'Neill Education
- American College, Chartered Insurance Institute, Kevins College
Derek O'Neill Skills
- Leadership
- Financial Advisory
- Pension Plans
- Professional Employer Organizations Peo
- Sophisticated Plan Design Expertise
- Financial Planners
- Public Speaking
- Pensions
- Fixed Annuities
- Safe Harbor
- Benchmark
- Retirement Planning
- Financial Planning
- Defined Benefit Plans
- IRAs
- Administrative Services Organizations Aso
- Investments
- Business Development
- Multifaceted Employee Education Programs
- Cash Balance Programs
- Series 6
- 401k
- Retirement Plan Consulting
- Fee Benchmarking
- Financial Services
- Mutual Funds
- FINRA
- 403 b
- Qualified Retirement Plans
- Profit Sharing Plans
- Erisa Consulting
- Multi Classification New Comparability
- Defined Benefit
- Wealth
- Specific Vendor Searches
- Profit Sharing
- Plan Monitoring
- Management
- Design
- Project Management
- ERISA
- Non Qualified Retirement Plans
- Multiple Employer Plans Mep
- Ongoing Due Diligence
- Marketing Strategy
- Retirement
- Investment Policy Statement Ips
- Qualified Default Investment Alternative Qdia
- Securities
- Program Management
- Strategy
- Microsoft Office
- 401k Retirement Savings Plans
- Microsoft Word
- Qualified Default Investment Alternative
- Investment Policy Statement
- Administrative Services Organizations
- Professional Employer Organizations
- Multiple Employer Plans
- 401 Retirement Savings Plans
Derek O'Neill Summary
- Derek O'Neill, based in Ramsey, NJ, US, is currently a President and CEO at Regency Retirement Plan Consultants. Derek O'Neill brings experience from previous roles at Transamerica Retirement Services, Allmerica Financial and State Mutual. Derek O'Neill holds a American College, Chartered Insurance Institute, Kevins College. With a robust skill set that includes Leadership, Financial Advisory, Pension Plans, Professional Employer Organizations Peo, Sophisticated Plan Design Expertise and more. Derek O'Neill has 2 emails on RocketReach.
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