Jared Hollands
President - Retirement Plan Consultant at Teal Retirement Consulting
- Role
- Investment Advisor Representative at Accelerate Retirement
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jared Hollands
I am an expert in ERISA and administration, consultation, design, and investments of all types of qualified retirement plans, specializing in defined benefit and combo plans. I am an enrolled actuary with the JBEA, Charted Financial Consultant with the American College of Financial Services, Certified Pension Consultant with ASPPA, and a Member of the Society of Pension Actuaries, and a Qualified Plan Financial Consultant with NAPA.My goal to help my clients navigate the confusing world of retirement plans and to design a plan that meets their company\'s objectives and exceeds their customer service / consulting expectations. I have worked with employee benefit plans of all shapes and sizes; both domestic and international, retirement and welfare. I currently specialize in small size retirement plans, and in particular, dental clients. I know how dental companies are structured, how the plans should function, and what the client needs.
Experience
Investment Advisor Representative
Jun 2023 — Present · Matthews, NC, US
Investment advice offered through Accelerate Investment Advisors LLC, a registered investment advisor (“Accelerate”). Advisory services are only offered to clients or prospective clients where Accelerate, doing business as Teal Retirement Consulting, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our firm directly or consult another qualified professional. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Accelerate dba Teal Retirement Consulting unless a client service agreement is in place.For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section.Third party posts found on this profile do not reflect the views of Accelerate, its associated persons, or affiliates and have not been reviewed by Accelerate for their accuracy or completeness. Accelerate has not paid for any such comments.
Education
Central Michigan University
BS,BA, Finance / Economics
1999 — 2004
Port Huron Northern High School
High School Diploma
1995 — 1999
Skills
- Mergers & Acquisitions
- Actuarial Science
- Retirement Planning
- Pensions
- Customer Service
- Sales Management
- Business Planning
- Retirement
- Marketing
- Erisa
- Management
- Training
- Qualified Retirement Plans
- Defined Benefit
- Leadership
- Employee Benefits
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