Neil C. Netoskie
Senior Vice President at OneDigital Financial Services
- Role
- Senior Vice President at OneDigital
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Neil C. Netoskie
Throughout my career I have focused entirely on helping companies establish, maintain, and service their Corporate Retirement Benefits needs. In addition, I work with owners and key individuals to protect their business through Life Insurance products, designed with the continuation of the business in mind. My commitment is based on three core principles: Leadership, Disciplined Approach, and Ongoing Collaboration. I consult on the administration and record keeping of Corporate Retirement Plans and am experienced in:401(k) PlansSafe-Harbor 401(k) plansCross-tested Profit Sharing PlansAutomatic 401(k) PlansDefined Benefit Plans403(b) Plans457(b) PlansCombo DC/DB PlansNon-qualified Deferred Compensations PlansExecutive Life ProgramsSpecialties: Consultating of retirement plan administration and recordkeeping.Provide Education on Fiduciary Roles and responsibilities of the Plan Sponsor, and deliver information on plan investments as prepared by product sponsor for retirement plans.Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Keystone Retirement Group and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC.
Experience
Senior Vice President
Aug 2013 — Present · Houston, TX, US
Education
University of Houston
BBA, Political Science
1983 — 1986
Stephen F. Austin State University
Bachelor's Degree, Business
1986 — 1989
Skills
- Pensions
- Investment Advisory
- 401k
- Series 7
- Defined Benefit Plans
- Non-Qualified Deferred Compensations Plans
- Series 6
- Insurance
- Profit Sharing
- Asset Allocation
- Mutual Funds
- Securities
- Retirement Planning
- Wealth Management
- Qualified Retirement Plans
- Registered Investment Advisor
- Investment Strategies
- Finance
- Retirement
- Series 63
- Defined Benefit
- Employee Benefits
- Investments
- Financial Services
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