Type Of Business:
Retirement planning company
Expertise:
Retirement plan administration and compliance
Major Product/SVS:
Retirement solutions and services
Hobbies/Sports:
Spending time with his wife and three children; Golf
Education Degrees:
Bachelor of Science in Business Management, Lesley University
Affiliations Awards:
Board Member, ASPPA Benefits Council of New England; Relations Committee, The SPARK Institute; Retirement Committee, NICSA; Investment Company Institute
Charity:
Local Charitable Organizations; United Way Worldwide
Number Of Years In Profession:
18
Number Of Years In Current Position:
6
What Does He/She Attribute Success To:
He attributes his success to several great mentors and a passion for the retirement industry.
Why did you become involved in your profession or industry?:
He became involved in his profession after working as a temporary employee for Putnam Investments within their transfer agency during tax season. After being offered a full-time position and earning a pension certification, he was hooked on the retirement sector.
Extended Bio Profile:
Mr. Olson has been working in the retirement industry for more than 16 years, and he specializes in the support and service of all types of qualified retirement plans.
Position Responsibilities and Duties:
Oversight of the day-to-day operations of the compliance, conversions and adjustment groups
Education Certifications:
Certification in Pension and Employee Benefits, from Bentley College; Qualified 401(k) Administrator Designation, American Society of Pension Professionals and Actuaries
Where Will You Be In 5 Years:
In five years, Mr. Olson hopes to learn more about the role of vice president, help his team achieve its goals, and eventually, become a C-suite executive.