Rob Seidel
Experienced 401(k) Advisor: Helping People First Organizations Meet Fiduciary Obligations and Empower Employee Retirement
- Role
- 401(K) Advisor, Financial Services at Sequoia Consulting Group at Sequoia
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
Experience
401(K) Advisor, Financial Services at Sequoia Consulting Group
Jun 2023 — Present · Charleston, SC, US
Sequoia Consulting Group is a tech-enabled consulting and services company that provides benefits, HR, payroll, and risk management solutions for people-driven employers with 20 to employees. The Sequoia People Platform centralizes workforce data and helps companies navigate complex issues so they can maximize their investment in people, whether they are in office, distributed, or global. For two decades, Sequoia has been working with companies to balance the needs of their business with the needs of their people.Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC). Pensionmark Financial Group, LLC/Pensionmark Securities, LLC and Sequoia Consulting Group are non-affiliated entities.
Education
College of Charleston
B.S.
1999 — 2003
Skills
- Investments
- Retirement
- Mutual Funds
- Investment Advisory
- 401k
- Participant Communication
- Fiduciary Liability
- Fiduciary Services
- Relius Administration
- Esop
- Defined Contribution
- Stable Value
- Pensions
- Banking
- Wealth Management
- Fiduciary
- Retirement Planning
- Financial Services
- Financial Planning
- Financial Advisory
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