Tony Bruns
Director, Senior Retirement Plan Advisor at Mariner Wealth Advisors
- Role
- Director, Senior Retirement Plan Advisor at Mariner
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Tony Bruns
Retirement Plan Solutions team member at Mariner Wealth Advisors working with plan…
Experience
Director, Senior Retirement Plan Advisor
Sep 2021 — Present · Cincinnati, OH, US
As a senior retirement plan advisor at Mariner Wealth Advisors, I work with companies to design retirement plans that help plan sponsors meet their fiduciary requirements and offer employees resources and wealth advice to help them set goals and save for retirement. At Mariner Wealth Advisors, the CEFEX-certified Retirement Plan Solutions team works with plan sponsors to create, manage and expand employer-sponsored retirement plans. Services include plan design, investment selection, ERISA compliance, ERISA 3(21) and3(38) fiduciary services, plan benchmarking, fee analysis and benchmarking and vendor searches. The team also offers retirement education through group education meetings or individual consultations to strengthen the overall financial knowledge and financial health of your employees. These services are offered on-site and virtually.
Education
The Ohio State University Fisher College of Business
BSBA, Marketing
1983 — 1988
Xavier University - Williams College of Business
MBA
1991 — 1995
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