Kevin Wallace
Fiduciary Consultant @Marsh McLennan Agency
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WORK HISTORY
Fiduciary Consultant @Marsh McLennan Agency
Fort Lauderdale, FL, US
EDUCATION
Florida Atlantic University
Bachelors of Business Administration, Finance, General
ABOUT KEVIN WALLACE
I’m a Retirement Plan Consultant with more than 10 years of experience helping individuals and plan sponsors navigate the complexities of ERISA and maintain compliance. My focus is on delivering objective, conflict-free advice as a fiduciary, ensuring every client receives solutions tailored to their unique needs.I specialize in:Vendor management & fee negotiationInvestment menu construction & monitoringM & A guidance & plan due diligenceFiduciary training & participant educationPlan design guidance & benchmarkingMy approach is client-focused, data-driven, proactive, and results-oriented. I take pride in simplifying retirement plan management while driving measurable outcomes for organizations and their employees.Certifications & Credentials:QKC | QKA | CPFA | NQPC | Series 65If you need help with your retirement plan, let’s connect! I’m always open to collaborating and providing guidance that makes a difference.Outside of work, you’ll find me spending time with my family or on the water fishing and diving.
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