Kurt Oswell
Pension Consultant Pacific NW and Alaska
- Role
- National Sales Manager Pension Consultant Washington & Alaska at Farmer & Betts, Inc
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Kurt Oswell
As a pension consultant for over 20 years, I have worked with over 600 retirement plan…
Experience
National Sales Manager Pension Consultant Washington & Alaska
May 2007 — Present · Washington, AK, US
Kurt Oswell is a qualified pension plan consultant with Farmer & Betts Pension Consultants, a fee-based third party pension administration and consulting firm that does not offer investments or insurance. Located in the greater Seattle area, Kurt has experience running a small business and has been working in the pension administration industry for over ten years. He partners with financial advisors and accounting professionals in the Puget Sound region, Central and Eastern Washington, and Alaska.Having managed a printing ink business for over a decade, Kurt understands the challenges and pressures that business owners face. He works with entrepreneurs and business owners to design and implement pension plans that meet their short and long term needs. His goal is to make complex opportunities understandable so that his clients can make educated decisions. Kurt brings experience, new ideas, and solutions to the business owners he works with to create a retirement plan that best meets their needs.Business owners choose to work with Kurt because he understands how important their time is to them, their concerns regarding their obligations as a fiduciary, as well as their needs for ongoing professional administration services and consulting. Having worked with over 500 clients, Kurt is experienced in addressing those concerns and works to provide the highest level of service, always looking out for his clients’ best interests. He enjoys bringing solutions to complex challenges and creating retirement plans that address the goals and needs of his clients.
Skills
- Erisa
- 401(K) Retirement Savings Plans
- Investments
- 401(K) Plan Administration
- Asset Allocation
- Pension Funds
- Financial Advisory
- Defined Benefit
- 403b Plan Administration
- Business Planning
- Financial Planning
- Pensions
- Series 7
- Iras
- Employee Benefits
- 401k
- Retirement
- Retirement Planning
- 401(K) Plan Design
- Consulting
- Insurance
- Defined Benefit Plans
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.