Download (.PDF)John Kleeman, AIF®, joined The Retirement Plan Company (TRPC), a U.S. Employee Benefits Services Group member firm, in May 2023 as a Regional Vice President of Sale for the Mountain region. He collaborates with retirement plan advisors, business consultants, and third-party administrators to optimize corporate, government and non-profit retirement programs.
John is an Accredited Investment Fiduciary, AIF® with over 20 years’ experience and focuses on plan design, fiduciary processes, and practice management. Prior to joining TRPC, John held sales, business development, and relationship management positions with several open-architecture record-keepers and Registered Investment Advisor firms. John holds FINRA series 7 and 66 securities licenses.