Nicole Offerman

Partner with employers to mitigate their financial risk and empower employees to attain a fulfilling retirement

Role
Vice President of Employer Retirement Plan Services at Rtd Financial
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Nicole Offerman

With over 15 years of experience in the retirement plan marketplace, I have an in depth…

Experience

  1. Vice President of Employer Retirement Plan Services

    Rtd Financial

    Jan 2024 — Present · Philadelphia, PA, US

Education

  • University of Northern Iowa

    Bachelor's degree

    2001 — 2005

Skills

  • 401k
  • Life Insurance
  • Benefits Administration
  • Defined Benefit
  • Financial Advisory
  • Disability Insurance
  • Wealth Management
  • Executive Pay
  • Health Insurance
  • Employee Benefits
  • Insurance
  • Retirement
  • Risk Management
  • Financial Planning
  • Retirement Planning
  • Investments
  • Erisa
  • Term Life Insurance
  • 401(K) Retirement Savings Plans
  • Health Savings Accounts

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Nicole Offerman — Vice President of Employer Retirement Plan Services at Rtd Financial in Philadelphia, PA, US | Unifers