Howard Brezak
Vice President, Relationship Management Director at MissionSquare
- Role
- Vice President, Relationship Management Director at MissionSquare
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
About Howard Brezak
As a passionate, highly motivated, competitive and respected Retirement Plan Consultant with over 30 years of sales experience in the Defined Contribution industry, I have afforded many business owners the ability to retire earlier and wealthier because of unique and creative qualified planning strategies. I am dedicated to providing flexible retirement plan solutions designed to complement the expertise and value provided by advisors and third party administrators. Together, we can deliver a customized solution that meets the unique needs of employers and their employees.Key focus includes: Maximizing administrative fiduciary protection and overall fiduciary support for employers. Outsourcing of key ongoing administrative tasks associated with running the plan, such as approving loans, distributions and hardship requests and distribution of required notices. Helping employees overcome behavioral finance challenges through strategic enrollment and ongoing education solutions. Solutions for all types of defined contribution plans as well as defined benefit plans.
Experience
Vice President, Relationship Management Director
Dec 2022 — Present
Education
University at Buffalo
Bachelor of Arts (B.A.), Psychology
Skills
- Defined Contribution
- Leadership
- Employee Benefits
- 401(K) Retirement Savings Plans
- Iras
- Securities Regulation
- Series 63
- Financial Advisory
- Profit Sharing
- Investments
- Trading
- Management
- Retirement Plan Consulting
- 403 B
- Series 6
- Sales Presentations
- Erisa
- Series 7
- Wealth Management
- Deferred Compensation
- Retirement
- Qualified Retirement Plans
- Pensions
- Defined Benefit
- Asset Allocation
- Mutual Funds
- 401k
- Pension Funds
- Fixed Annuities
- Retirement Planning
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