Todd Davis
VP, Institutional Consultant - National Retirement Desk @First Citizens Bank
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WORK HISTORY
VP, Institutional Consultant - National Retirement Desk @First Citizens Bank
Raleigh, NC, US
SKILLS
ABOUT TODD DAVIS
Todd Davis specializes in helping his Banking partners and their business clients with creative Group Retirement strategies that compliment their own unique background and technical needs.Todd has more than 30 years of industry expertise that includes investment advisory, recordkeeping and plan administration/design. Having served over 2500 plan sponsors in his career, he is known as a valuable resource who supports multiple plan types: 401(k), 403(b), Cash Balance, MEPs/PEPs, ESOP and Deferred Compensation plans.Business Building Services:*Plan Design Analysis/Illustrations (DB, DC)*Retirement Plan Fee Analysis/Comparisons*Point-of-Sale technical support for Banking partners*Speaker/Trainer at Industry workshops
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