Mark Nicholas Email & Phone Number

VP, ERISA and Regulatory Strategy @ Employee Fiduciary

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Mark Nicholas Location

De Pere, WI, US

Mark Nicholas Work

2026 - now VP, ERISA and Regulatory Strategy @ Employee Fiduciary
2021 - now Founder @ Transform Retirement
2012 - 2021 President and Chief Compliance Officer @ PAi Trust Company, Inc.

2007 - 2021 Chief Compliance Officer @ PAi Retirement Services
2010 - 2018 Chief Compliance Officer @ Employer Retirement Investment Advisors, LLC
2003 - 2007 Sr. Consultant @ Invesmart
2001 - 2003 Retirement Plan Consultant @ First Financial Group
2000 - 2001 Retirement Plan Administrator @ Fred Shapiro & Associates
1998 - 2000 Actuarial Associate @ CBIZ
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Mark Nicholas Education

Frostburg State University
Bachelor Of Science (Mathematics, Actuarial Science)
1995 - 1998

Mark Nicholas Skills

Simplifying the Complex
Personal Financial Planning
Investment Strategies

401k
Retirement Plan Consulting
Mutual Funds
Investment Advisory
Employee Benefits
Portfolio Management
Qualified Retirement Plans

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Mark Nicholas Summary

Mark Nicholas, based in De Pere, WI, US, is currently a VP, ERISA and Regulatory Strategy at Employee Fiduciary. Mark Nicholas brings experience from previous roles at Transform Retirement, PAi Trust Company, Inc., PAI and Employer Retirement Investment Advisors, LLC. Mark Nicholas holds a 1995 - 1998 Bachelor Of Science in Mathematics, Actuarial Science @ Frostburg State University. With a robust skill set that includes Simplifying the Complex, Personal Financial Planning, Investment Strategies, 401k, Retirement Plan Consulting and more. Mark Nicholas has 1 emails on RocketReach.

Mark Nicholas Emails

Found 1 emails

@gmail.com

Mark Nicholas Phone Numbers

Found 1 phone numbers

+1 920-217-XXXX

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Mark Nicholas

VP, ERISA and Regulatory Strategy at Employee Fiduciary

De Pere, WI, US
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Victoria Power

Director of Product Development at Employee Fiduciary

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Candice Swiger

Human Resources Manager at Employee Fiduciary

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Controller at Employee Fiduciary

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Senior Client Relationship Manager at Employee Fiduciary

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Paula Rafferty

Director of Compliance at Employee Fiduciary

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