Erik Swenson

About Erik Swenson

Independent Investment and Retirement Plan consulting firm specializing in providing premiere, customized services in a Fiduciary capacity to 401(k), 403(b), Profit Sharing and Cash Balance and Defined Benefit qualified retirement plans. Our unique service model includes 3 distinct tiers of service to the Plan Fiduciaries, the plan operations staff and multi-faceted enrollment, education and 1:1 personal assistance to the employees of the plans we serve. Erik\'s 35+ year background and extensive experience position him to skillfully guide the Retirement Plan Solutions (RPS) team to provide the finest services possible to the employers and employees we serve, and to meet the lifetime continuum of services to best assist the Private Clients we serve.Competence, Care and Commitment; the RPS team currently consists of 8 highly competent and committed members seasoned with over 180 years of cumulative financial industry experience; we have provided services to plans ranging in size from start up to over $3 billion in qualified plan assets.Our independent service model and commitment to serve our clients in a Fiduciary capacity ideally align us with the best interests of our clients, we fully disclose all fees and costs, and we excel at assisting our clients in pursuing the corporate and/or personal goals that are important to them.

Experience

1. President

   Retirement Plan Solutions

   Jul 2004 — Present

   RPS is a premiere independent Investment and Retirement Plan Consulting Firm that specializes in Employer Sponsored Retirement Plans and Private Client Wealth ManagementOur holistic qualified plan service model is designed to assist privately held companies in achieving regulatory and fiduciary compliance in an effective, efficient manner, providing a wide range of support to plan operations staff and a comprehensive suite of services to assist employees in their respective journeys to achieve the financial success they desire.RPS Wealth Management services include financial planning, retirement income planning and discretionary investment management services to private clients.Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), memberFINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Retirement Plan Solutions are separate entities.\"Third party posts found on this website do not reflect the views of IFP Securities and have not been reviewed by IFP Securities as to accuracy or completeness.\"\"The IFP Securities registered representative associated with this page may only discuss and/or transact business with residents of the following states: WI and IL\"

Education

• College for Financial Planning(R)

  Chartered Retirement Plans Specialist(R), Qualified Retirement Plans

  2008

• FINRA Securities Registrations with IFP Securities LLC

  Series 6, 7, 26, 39, 63 and 65 held with Independent Financial Partners and IFP Securities LLC, Securities and Investment Advisory

  1980 — 2011

• FI 360

  Accredited Investment Fiduciary(R), Fiduciary processes and responsibilities

  2007