Jamie Osborne
Elevating Retirement Solutions for Nonprofits, Small Businesses, and Startups 🌟
- Role
- Partner at Retirement Plan Partners, Llp
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Jamie Osborne
Securities and advisory services offered through LPL Financial, a Registered Investment…
Experience
Partner
Feb 2020 — Present · Cincinnati, OH, US
As a Certified Plan Fiduciary Advisor (CPFA), I specialize in demystifying the complexities of sponsoring 401(k) and 403(b) plans. My mission is to empower plan sponsors with a deep understanding of their fiduciary responsibilities, ensuring compliance with IRS regulations.At the heart of our approach is a commitment to hands-on guidance and support. We work closely with plan sponsors, providing expert advice and practical solutions to help them run IRS-compliant plans efficiently.Additionally, we believe in financial wellness for all. We extend our services beyond plan sponsors to offer comprehensive financial education and planning to all employees, empowering them to make informed financial decisions.Let\'s work together to secure your retirement goals while nurturing financial well-being across your organization.
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