compliance services

Revzon Consulting Group, LLC of Marshfield, MA, a consulting firm that provides trust and retirement services to financial service firms nationwide, has recently named Joseph P. R. Cantin, Jr. as Senior Vice President of Qualified Plan Sales.

Mr. Cantin has more than two decades of product and industry experience in qualified and non-qualified retirement plans, benefits regulations, insurance, mutual funds and annuities, and Employee Assistance Programs (EAPs). In his new role at Revzon Consulting, he will oversee the company’s EZ K Plan™, which is a full-service, one-stop 401(k) plan package designed specifically for the small company employer and available through the investment advisor marketplace.

Prior to joining Revzon Consulting, Mr. Cantin was a Senior Account Executive for four years at The Wellness Corporation in Shrewsbury, MA, where he managed EAPs for more than 50 clients. His vast experience includes serving as an Agent and Registered Representative for five years at New York Life Insurance Company, as well as holding director and management positions at Fidelity Investments’ Fidelity Human Resources Services Company and Fidelity Institutional Retirement Services Company (FIRSCo) for 11 years.

Mr. Cantin holds a Bachelor of Science in Economics and Finance from University of Hartford in West Hartford, CT. Licenses he has held include Individual Producer – Life, Health and Variable Annuities, Investment Company and Variable Contracts Principal Series 26, General Securities Representative Series 7, Uniform Securities Agent Series 63, and Investment Company and Variable Contracts Representative Series 6.

He resides in Shrewsbury, MA with his wife and three daughters.

About Revzon Consulting

Revzon Consulting Group, LLC is a multi-faceted firm focused on fulfilling the needs of the trust industry. Revzon Consulting provides financial service firms such as banks, trust companies, law firms, and investment advisors with a wide range of solutions to help meet business goals. Founded in 1997 by Les Revzon, Revzon Consulting has provided project management, retirement plan, personal trust, corporate trust, participant recordkeeping, trust operations, and compliance services to dozens of clients in the U.S. and Canada. Revzon Consulting Group is located at 465 Furnace Street, Suite 6 in Marshfield, MA. For more information, contact 781-740-1004 or visit www.revzonconsulting.com.

Revzon Consulting Group, LLC Appoints Joseph P.R. Cantin, Jr. As SVP of Qualified Plan SalesRead More

Revzon Consulting Group, LLC of Marshfield, MA, a consulting firm that provides trust and retirement services to financial service firms nationwide, has recently rolled out the EZ K Plan™, a full-service, one-stop 401(k) plan package designed specifically to enable Registered Investment Advisors to meet the needs of their small company clients.

Registered Investment Advisors are now able to offer their clients the EZ K Plan, a low-cost, high-service level alternative to Internet-only 401(k) solutions while earning compensation from funds.

The plan is designed for companies (with up to 100 employees) looking to incorporate a quality full-service 401(k) plan for their employees. It is also attractive to employers with existing plans that wish to lower their out-of-pocket costs but not sacrifice on services and fund choices. Companies can build the plan’s fund menu from any retirement shares offered by over 100 fund families. With financial advisor guidance and education, simplified administration, professional compliance services, specialized reports, and comprehensive web capability, EZ K Plan features rival 401(k) plans of large company employers, but without the considerable out-of-pocket cost and workload.

“Most advisors want to offer their corporate clients a 401(k) plan that has excellent service, low cost, and a wide range of investment choices,” explained Joseph Cantin, Senior Vice President of Qualified Plan Sales at Revzon Consulting. “Now Registered Investment Advisors can offer a better solution with the EZ K Plan. It’s a full-service, best practice 401(k) plan even the smallest company can afford.”

Registered Investment Advisors interested in learning more about the EZ K Plan may contact Joseph Cantin at (877) 254-7085 or email him at Joe@revzonconsulting.com. For more details, visit www.ezkplan.com.

About Revzon Consulting

Revzon Consulting Group, LLC is a multi-faceted firm focused on fulfilling the needs of the trust industry. Revzon Consulting provides financial service firms such as banks, trust companies, law firms, and investment advisors with a wide range of solutions to help meet business goals. Founded in 1997 by Les Revzon, Revzon Consulting has provided project management, retirement plan, personal trust, corporate trust, participant recordkeeping, trust operations, and compliance services to dozens of clients in the U.S. and Canada. Revzon Consulting Group is located at 465 Furnace Street, Suite 6 in Marshfield, MA. For more information, contact 781-740-1004 or visit www.revzonconsulting.com.

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EZ K Plan is a product developed and sponsored by Revzon Consulting Group, LLC. Aspire Financial Services, LLC provides the recordkeeping and related administration under contract with Revzon Consulting Group, LLC. Matrix Clearing and Settlement Services along with MG Trust, both subsidiaries of Broadridge Financial Solutions, Inc. provide the execution and settlement of the plan level mutual fund trades and holding the mutual fund shares on behalf of the respective 401(k) plan trust. Financial advisors through their respective broker dealers provide the plan investment guidance and educational services to employees. Certain third party RIA firms are available to provide 3(21) or 3(38) services on an optional basis.

 

Revzon Consulting Group, LLC Rolls Out the EZ K Plan™Read More