Alvin Leaks joined The Retirement Plan Company (TRPC), a U.S. Employee Benefits Services Group member firm, in May 2023 as a Regional Vice President for the Southeast region. He brings deep expertise and experience to the company, having worked in the financial industry for over 25 years. Most recently, he served as Vice President, Key Account Management, Client Relations and Business Development at GAB International and Affiliated Partner with Transamerica Agency Network/Transamerica Financial Advisors with specific area of expertise with 401(k), 403(b), 457(b) and Defined Benefit Retirement plans.
Alvin began his career on the Management Associates Program (MAP) in banking, including commercial lending, retail lending, corporate treasury management, and corporate banking. Later, he entered and developed a passion for the institutional trust industry. He acquired in-depth knowledge and administration of Defined Benefit, Defined Contributions, Non-qualified and Health/Wellness plans.
Alvin has broad experience with pension plan management, operations, administration, consulting, and new business development. His core strength is his diverse experience, having been in leadership roles in the industry since 1991. He specializes in retirement plan design, strategic planning, fiduciary governance, plan operations and compliance. He has expertise with small, medium, large, and jumbo retirement plans. He enjoys simplifying complex subjects in a way that clients can see how the plan will benefit them and their business. His objective is to clearly understand his client’s goals, define expectations and create strategic direction.
Alvin graduated from the University of Georgia with a Finance degree. He is a Certified Retirement Administrator (CRA), as well as a Certified Retirement Counselor (CRC), and holds various insurance and securities licenses.