Lincoln Franke

Regional Director at Blue Ridge Associates 401k, Pension, and Esop @Blue Ridge Associates

Aurora, CO, US
EMAILS
l•••••••@oneblueridge.com
MOBILE NUMBERS
+13•••••••50

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WORK HISTORY

Jan 2025 — Present

Regional Director at Blue Ridge Associates 401k, Pension, and Esop @Blue Ridge Associates

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TPA consultant for 401k, Cash Balance, 403b, and ESOP plans. Maximizing tax savings of retirement plans, as well as exit strategies for business owners

EDUCATION

1989 — 1993

University of Colorado Boulder - Leeds School of Business

BS

SKILLS

RetirementPensionsAsset AllocationMutual FundsFixed AnnuitiesProfit SharingSales OperationsEmployee BenefitsSeries 63Series 6Disability InsuranceInvestmentsRetirement PlanningFinancial ServicesManagementDefined Benefit401(K) Retirement Savings Plans401kFinancial PlanningSales

ABOUT LINCOLN FRANKE

Thank you for researching me on my Linkedin profile page.I partner with retirement plan professionals and their clients to provide unique solutions to improve the business of our top advisors. Focusing on improving their profitability, enhancing their service capabilities, and differentiating their services from their competition. All while making huge improvements in their client\'s retirement plans for both the employer and most importantly, the employees.With over 25 years of selling and servicing retirement plans, I\'ve consulted with of financial advisors and employers to provide the unique solutions to their personal retirement plan problems. Together with my local service team of 9, we enhance the capabilities available for advisors, employers, and their employees. Everything we provide to our partners and clients is completely customized to their needs.My team and I are experienced in integrating strategies to improve the outcomes for advisors and employers in specific plan types, including:• Governmental Employers (401a and 457b)• Non Profit Employers (401a, 401k, 403b, and executive 457b)• Hospitals (401a, 401k, 403b, and 457b)• For Profit Employers (401k, profit sharing, defined benefit, and ESOP)• Professional Employers (401k, profit sharing, defined benefit, and cash balance)For employers, we provide what many feel is impossible:• Making successful planning for a desirable retirement easy and effective for employees.• Eliminating the day to day hassle of administering a retirement plan, making it easy and efficient for employers.• Providing the fiduciary protections employers and advisors need the most.

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