Senior Benefits Consultant
Tom Allen joined RIA Advisors in April of 2021 with the sole focus of serving and developing qualified retirement plan business. In his role as a Retirement Plan Consultant, Tom aims to bring clarity, simplicity, and an excellent retirement plan experience for employers and participants. His value proposition includes consulting on plan design, fiduciary governance, vendor selection & integration, investment selection & monitoring, as well as employee education and financial wellness.
Please welcome RIA Insurance Agency to your team!
Recently RIA Insurance and Strategic Benefit Solutions merged to provide enhanced client service and support as well as comprehensive insurance solutions. As part of the merger, we are taking the time to understand the culture and relationship they have created with your company.
What does this mean for you going forward?
Nothing will change with your existing policies. Yet, we will strive to offer all the best options and solutions that are available to you. We have an Advisory background, and we look at all the accounts holistically to ensure that we are meeting the needs of our clients and to build long term relationships.
We cannot ignore the fact that this is a change, but our aim is to keep this transition as smooth and seamless as possible. Additionally, we are staffed to handle your concerns and ensure that you and your employees can count on our ability to manage your accounts.
Your points of contact will include not only Vivian through the transition, but also the team members on the right. Click on each one to read more of their biography.