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
Finance & AccountingView LinkedIn profile

About Tony Bruns

Retirement Plan Solutions team member at Mariner Wealth Advisors working with plan…

Experience

  1. Director, Senior Retirement Plan Advisor

    Mariner

    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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Tony Bruns — Director, Senior Retirement Plan Advisor at Mariner in Cincinnati, OH, US | Unifers