Ron Letaw
Vice President | Retirement Plan Consultant at OneDigital
- Role
- Vice President Retirement Plan Consultant at OneDigital
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Ron Letaw
Ron is a seasoned retirement plan consultant with more than two decades of experience. He specializes in providing fiduciary investment advice and comprehensive plan consulting services to a diverse range of employers, including those sponsoring corporate 401(k) plans, public sector non-ERISA 457(b) and 401(a) plans, as well as non-profit 403(b) defined contribution plans. Ron holds credentials as an Accredited Investment Fiduciary (AIF®) and a Certified Plan Fiduciary Advisor (CPFA®), underscoring his commitment to delivering high standards of professionalism in the industry. He has been recognized on prestigious lists such as the 2025, 2024, 2023 & 2022 PLANADVISER Top Retirement Plan Advisers. The 2025 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list published in March of 2025, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2024. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following criteria: 91%- 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. This recognition it is not indicative of any adviser’s future performance or client experience. No compensation is paid in exchange for this recognition. Similar requirements for recognition applied for each year between 2022 and 2025 for the lists published in March of the following year. Investment advisory services offered through OneDigital Investment Advisors LLC. Please see OneDigital Disclosures:
Experience
Vice President Retirement Plan Consultant
Jul 2020 — Present · Tampa, FL, US
Education
University of South Florida Muma College of Business
Finance
1996 — 2000
Skills
- Mutual Funds
- Qualified Retirement Plans
- Defined Benefit
- Asset Allocation
- 457 Plans
- Erisa
- Defined Contribution
- 3
- 403 B
- Investment Management
- Retirement Plan Consulting
- 401k
- Pensions
- Investment Advisory
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