Troy Testa

About Troy Testa

I work in partnership with Financial Advisors, Service Providers, Plan Sponsors, Industry Thought Leaders, and Centers of Influence to consult company leadership on reviewing, designing and implementing retirement plans to meet their firm\'s long term organizational goals. Over my 30 years in the industry, I have gained a thorough knowledge of the Retirement Plan Market that includes Qualified, Cash Balance and Nonqualified plans. I am known for my ethical approach, strong working relationships, and ability to meet expectations which is a testament to my professionalism and commitment to provide positive experiences. My track record of delivering and following through on expectations I set speaks to my dedication to providing exceptional service.I can be contacted at 24••••••17 or t••••••••@gmail.com

Experience

1. Regional Vice President - Sales Consultant, Futureplan

   Ascensus

   Mar 2025 — Present · MI, US

   Extensive knowledge in the retirement industry with a long track record of helping advisors achieve greater success. As a business partner, differentiating between creating value and product delivery is critical. Driven by an understanding of you and your client’s needs, my team offers a wide array of plan types from 401(k), ERISA 403(b), Cash Balance, Definbed Benefit to Non-Qualified plans.

Education

• Adelphi University

  Bachelor of Business Administration (B.B.A.), Concentration in Marketing

  1988 — 1992

Skills

• Asset Allocation
• Mutual Funds
• Retirement
• Series 7
• 457 Plans
• Erisa
• Non-Qualified Deferred Compensation
• 401k
• Relationship Management
• Pensions
• Qualified Retirement Plans
• Financial Advisory
• Uniform Combined State Law
• Roth Ira
• Profit Sharing
• Defined Benefit
• Retirement Planning
• Retirement Plan Consulting
• Investments
• Series 63
• Iras
• Defined Contribution
• Investment Strategies
• Separately Managed Accounts
• Series 6
• 403 B
• Cash Balance