Greg Jones
Retirement Planning Specialist at Equitable Advisors
- Role
- Retirement Planning Specialist at Equitable Advisors
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Greg Jones
eq. ui. ta. ble (adjective)- fair, impartial, reasonable, nondiscriminatory - all of which are important qualities of employer/fiduciaries when selecting and monitoring 401(k) service providers. Employers work with me to build and protect their employees\' financial futures by implementing and managing qualified retirement savings plans and health & welfare plans. I assist plan sponsors in selecting record keepers and investment services, including 3(38) investment fiduciaries, and 3(16) administrative fiduciaries. Equitable Advisors, LLC, affords plan sponsors access to over 30 defined contribution service provider arrangements. In addition to service provider benchmarking and selection, my practice seeks to educate plan sponsors about general plan fiduciary issues and assist with participant communication and education. I can be reached at g••••••••@equitable.com or by calling 91••••••74.To stay on top of financial issues and develop my professional skills over my 29 year career as a financial advisor, I\'ve regularly attended industry training and certification programs.Specialties: Through Equitable Advisors and affiliates, you have access to investment management services, including over 30 defined contribution service provider arrangements, thousands of mutual funds from over 50 investment companies, and financial products from over 100 insurance companies, including group benefit insurance carriers.
Experience
Retirement Planning Specialist
Jan 2020 — Present
I help businesses establish, monitor, and internally promote qualified retirement plans and group benefit plans. I also assist business owners, executives, and employees review financial holdings and financial strategies with an emphasis on investment fee disclosure, comparisons, and identifying what is in the best interest of the individual.Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of PennsylvaniaEQUITABLE ADVISORS, LLC (NY, NY 21••••••00), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d
Education
Baylor University
Bachelors of Business Administration
1983 — 1987
University of Pennsylvania - The Wharton School
Executive Education AXA Equitable Retirement Planning Program
2009 — 2009
Skills
- Long-Term Care Planning Strategies
- Pension Distribution Planning
- Estate Conservation Strategies
- Tax-Efficient Investing Strategies
- Education Planning Strategies
- Customer Service
- Retirement Planning Services
- Financial Services
- Client Education
- Investment Planning
- Risk Management
- Investment Services
- Retirement Planning Strategies
- Executive Benefits Planning or Strategies
- Financial Planning
- Tax-Deferred Investment Planning
- Wealth Management
- Retirement Planning
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