Chris Paterna

About Chris Paterna

Design, Enhance & Implement qualified retirement plans to help Financial Advisors and…

Experience

1. Retirement Plan Sales Consultant

   Compass Retirement Consulting Group

   Jul 2016 — Present · Stratham, NH, US

   As one of two Retirement Plan Sales Consultants, Chris educates financial advisors, business owners and CPA\'s on the importance of qualified plan design. By educating on the proper plan design, business owners and financial advisors see the benefits in having high quality retirement plans added to benefit packages for employee retention and tax svings.Compass Retirement Consulting Group is an independent, third party administration firm. The firm specializes in-Qualified Retirement Plan design for business owners and their employees-Preparation of the required legal Plan Documents-Plan submission to the IRS (if necessary) for IRS Determination letters-Performs the required annual coverage, discrimination and benefits testing-Completes annual report to the employer-Preparation of the required Government Form 5500 and all related attachments-Maintenance of Plan Document compliance-Annual review with the Plan Sponsor

Education

• University of New Hampshire

  B.A., Psychology

  1997 — 2001

Skills

• Mutual Funds
• Retirement Planning
• Profit Sharing
• Series 7
• Series 6
• Defined Benefit
• Erisa
• Series 63
• 401k
• Fixed Annuities
• Retirement
• Finance
• 403 B
• Executive Pay
• Non-Qualified Deferred Compensation
• Small Business