Kent Colwell

About Kent Colwell

Welcome to my LinkedIn page! I\'m passionate about helping retirement TPAs grow their business. I cover retirement TPA owners/employees located in AK, AZ, CA, CO, HI, ID, KS, MO, MT, NM, NV, OK, OR, TX, UT, WA and WY. Securities offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. Opinions expressed herein are not necessarily those of Transamerica or its affiliates. Transamerica does not adopt any third party content. 122598- KC0923

Experience

1. Tpa Business Development Manager - Transamerica Retirement

   Transamerica

   Sep 2021 — Present

   My primary objective is to assist retirement TPA owners, sales teams and administrators with developing creative ways to enhance their firms\' visibility and value in today\'s highly competitive marketplace. Through collaboration with Transamerica retirement wholesalers and mutual fund wholesalers, I strive to create innovative training programs and social events that educate and foster strong financial advisor relationships for my TPA partners. Additionally, I offer technical and practical support to administrators ensuring a productive and efficient partnership with Transamerica.

Education

• College for Financial Planning

  Chartered Retirement Plan Specialist

• Buena Vista University

  Liberal Arts and Sciences

Skills

• Provider Searches
• 401(K)
• Securities
• Rfp Generation
• Series 63
• Defined Benefit
• Investment Strategies
• Fiduciary Rule
• Fiduciary Compliance
• 401(a)
• 401k
• Plan Design
• Investments
• 403(B)
• Portfolio Management
• Financial Services
• Series 65
• Erisa 3(38) Investment Fiduciary
• Asset Allocation
• Mutual Funds
• Risk Management
• Asset Management
• Erisa 3(21) Investment Fiduciary
• 404(C)
• Retirement Planning
• Defined Contribution
• Pensions
• Fee Benchmarking
• Series 7
• Erisa
• Qdia
• 401(K) Retirement Savings Plans
• Investment Advisory
• 457 Plans
• 408(B)2
• Trading
• 404(a)5
• Retirement