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Revzon Consulting Group, LLC Promotes Ron Casimiro to VP of EZ B Plan Sales

Ron Casimiro
Ron Casimiro

Revzon Consulting Group, LLC of Marshfield, MA, a consulting firm that provides trust and retirement services to financial service firms nationwide, has promoted Ron Casimiro to Vice President of EZ B Plan™ Sales.

Mr. Casimiro served as Revzon Consulting’s Senior TPA Specialist for four years prior to his promotion. In his new role as VP of EZ B Plan Sales, Mr. Casimiro will oversee the company’s EZ B Plan, which is a full-service, one-stop 403(b) for 501(c)(3) tax-exempt organizations, churches and public schools.

Mr. Casimiro has more than 20 years of product and industry experience in tax deferred annuities, qualified plan administration, qualified plan conversion and third party plan administration.  He holds a Bachelor of Science in Management and Marketing from Philadelphia College of Textile & Science, and completed the Pension Administration Program at Bentley University in Waltham.

Mr. Casimiro resides with his wife in Hull, MA.

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

Joseph P. R. Cantin, Jr.
Joseph P. R. Cantin, Jr.

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 Rolls Out the EZ K Plan™

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.

 

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Waypoint Construction Consultants in the Boston Business Journal

Waypoint has been included in the BBJ’s Real Estate Round-Up.

Waypoint Construction Consultants Inc., a construction consulting firm based in Needham, named Edward O’Donnell pre-development director and permitting specialist.

Read more: Real Estate People: Sept. 21 – Boston Business Journal http://bit.ly/aOpBxl

Waypoint Construction Consultants in the Boston Business JournalRead More

Ed O’Donnell, former BRA Deputy Director, joins Waypoint Construction Consultants of Needham as Predevelopment Director and Permitting Specialist

Waypoint Construction Consultants, Inc., a professional construction consulting firm based in Needham, Mass. and serving clients on the East Coast and beyond for nearly a decade, has recently named Edward O’Donnell as Pre-development Director and Permitting Specialist.

In his new role, O’Donnell, a resident of Boston, will be responsible for overseeing the implementation of comprehensive and cost effective public review, approval and permitting process. O’Donnell brings more than 25 years of valuable industry experience in senior leadership positions in both the private and public sectors to Waypoint.

Previously, O’Donnell was Boston Redevelopment Authority’s Deputy Director for Commercial and Residential Development where he was involved with a number of high profile projects including the Millennium Place and Ritz Carlton mixed use project; the Lafayette Corporate Center; the expansion and modernization of the Prudential Center; the Genzyme manufacturing facility; several new or expanded downtown hotels as well as institutional expansions for Emerson College and Suffolk University. O’Donnell played a critical role in the adoption and implementation of Article 80 of the Boston Zoning Code, which governs the review and approval of large and small development projects.

During his time in the private sector, O’Donnell worked for some of the region’s leading real estate companies, assembling and directing all of the various disciplines within the development process. His experience ranges from multifamily housing, active adult communities, commercial and retail projects to single family subdivisions, a major commercial rehabilitation project along Boston Harbor and historical tax credit rehabilitation projects. O’Donnell has won approvals for dozens of development projects throughout Greater Boston and New England, representing projects before City Councils, Planning Boards, and Zoning Boards of Appeal.

O’Donnell holds a Master of Business Administration degree from Boston University and a Bachelor’s degree from the University of Massachusetts at Amherst.

“Ed’s vast experience along with his knowledge of market analysis, strategic positioning and media and community relations gives Waypoint the opportunity to better serve our clients from project conception to completion. The ability to meet the permitting and entitlements needs of our clients in these times of economic uncertainty made Ed the ideal choice for Pre-development Director. We’re very pleased to have him on our team,” noted James Mitrano, Principal, Waypoint Construction Consultants.

About Waypoint

Founded in 2001, Waypoint Construction Consultants is a hands-on consulting firm providing owner representation for various sizes and types of building construction, restoration and renovation. Waypoint assists clients through the entire building process, from property acquisition to occupancy.

The company offers a wide ranges of services including: project management and oversight; strategic planning; construction monitoring and administration; pre-development services; tenant fit-out services; clerk of the works services; dispute resolution support; sustainability planning and move coordination.

Waypoint caters to clients in a variety of sectors ranging from academic/cultural, commercial, green building and healthcare to historic, housing, non-profit, retail and restaurant sectors.

With over 35 years combined experience in the construction and engineering industry, the Waypoint team helps clients make informed decisions to optimize cost, time and operations resources. Waypoint Construction Consultants is headquartered at 6 Oakhurst Circle in Needham, MA. For more information, visit the website at www.waypointcc.com or contact (781) 449-0444.

Ed O’Donnell, former BRA Deputy Director, joins Waypoint Construction Consultants of Needham as Predevelopment Director and Permitting SpecialistRead More