Neil Plein

Lead Retirement Plan Consultant @Aldrich Wealth

Committed to the absolute highest level of client service, expertise and out-of-the-box thinking, with a large number of references to verify. 3(38) Investment Manager responsible for leading consulting relationships across a diverse set of corporate retirement plan clients, ranging in size from several million to several hundred million in assets. Experienced in presenting senior leadership with lean, well designed high level strategies that incorporate quantitative/qualitative outcomes to simplify cost/benefit analysis and buy in. Confident leading execution- guiding clients through fee renegotiations, plan design/investment changes and outsourcing of administrative work to external service providers or when needed, internally using various AI-based process automation strategies. When service provider limitations exist that prevent desired future state achievement, lead clients through platform conversions, manage coordination between vendors, bring system integrations online, train HR/payroll staff, establish fiduciary risk mitigation best practices and develop/deliver messaging to employees. On an ongoing basis, act as single point of contact, strive to always anticipate client needs, respond in minutes- not hours and ensure regular summary oversight meetings occur.